Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 3 Ratings

Total
ease
features
design
support

Alternatives to Consider

  • Sharesight Reviews & Ratings
    500 Ratings
    Company Website
  • OANDA Reviews & Ratings
    52,281 Ratings
    Company Website
  • Capitalcore Reviews & Ratings
    50 Ratings
    Company Website
  • eToro Reviews & Ratings
    28,539 Ratings
  • TradingView Stock Widgets Reviews & Ratings
    16 Ratings
    Company Website
  • 3Commas Reviews & Ratings
    3,371 Ratings
    Company Website
  • Tealstreet Reviews & Ratings
    22 Ratings
    Company Website
  • Gemini Credit Card Reviews & Ratings
    2 Ratings
    Company Website
  • Monarch Money Reviews & Ratings
    5 Ratings
    Company Website
  • Visual Lease Reviews & Ratings
    372 Ratings
    Company Website

What is Write-Up?

For many accounting firms, managing stock portfolios for affluent clients is a crucial service that they must provide. The challenge, however, lies in delivering this vital and often labor-intensive service while keeping expenses under control. Fortunately, Write-Up stands out as the premier stock portfolio accounting software, crafted to simplify and quicken the accounting tasks associated with monitoring, documenting, and reporting stock transactions for holding companies, trusts, and estates. It makes year-end processes easier and grants access to historical data, thus enhancing the efficiency of financial management. With Write-Up, users can conclude a fiscal year across both modules and smoothly carry forward open security positions in the broker module into the subsequent year. Access to historical data from previous years is maintained in both modules for easy reference. This innovative software also supports multiple currencies and efficiently manages necessary foreign exchange entries, making investment oversight seamless. Furthermore, Write-Up accommodates three key transaction types: broker transactions, banking transactions, and adjusting entries, which ensures comprehensive oversight of the investment portfolio. Consequently, accounting firms can provide superior services to their clients while significantly improving their operational effectiveness, creating a win-win situation for both parties.

What is ATrad?

ATrad is a comprehensive stock brokerage and broker back office solution that targets Frontier and Emerging Markets. This innovative and user-friendly investment platform offers a complete turnkey solution tailored specifically for Capital markets broker-firms. The platform encompasses essential components designed for the back, middle, and front offices of broker firms operating in these evolving markets. In fact, ATrad commands a significant 70% market share among broker-firm users on the Colombo Stock Exchange, which is a pivotal frontier market in Asia. Furthermore, ATrad seamlessly integrates with the Bloomberg EMSX API, facilitating DMA Trading on the Colombo Stock Exchange. Users benefit from options such as direct order routing without any intervention, as well as manual moderation capabilities for broker investment advisors. Notably, all orders processed through ATrad are automatically checked for compliance with CSE regulations or local stock market rules, ensuring a secure trading environment. This thorough verification process reinforces ATrad's commitment to regulatory adherence and enhances the overall trading experience for its users.

Media

Media

Integrations Supported

Order Management Systems (OMS)

Integrations Supported

Order Management Systems (OMS)

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

TJPS Software

Company Location

United States

Company Website

tjpssoftware.com/features.asp

Company Facts

Organization Name

Ironone Technologies

Date Founded

2006

Company Location

Austin Texas

Company Website

atradsolutions.com

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Popular Alternatives

Popular Alternatives

MProfit Advisor Reviews & Ratings

MProfit Advisor

MProfit Software
Accounting Xpert Reviews & Ratings

Accounting Xpert

Micronetics
Co-Pilot Reviews & Ratings

Co-Pilot

FIX Flyer