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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 Instoried?

Unlock the potential of AI-enhanced writing, complemented by human creativity. Our service guarantees that your content not only strikes an emotional chord but also features eye-catching headlines and is devoid of any grammatical mistakes. This refinement amplifies your content's ability to drive sales and conversions, while also ensuring it adheres to SEO best practices and maintains uniqueness. By merging your innovative ideas with our sophisticated AI, which has been educated on extensive datasets, you can elevate your marketing and sales strategies by generating exceptional content in no time. Moreover, you can quickly create distinctive images and narratives! As a progressive startup, we prioritize increasing content engagement to attract greater clicks. Enhanced interaction leads to improved returns on investment, optimizing your marketing expenditures. Our smart AI assesses the emotional engagement of your content and provides valuable recommendations for enhancing audience interaction. Effortlessly craft fascinating brand descriptions, memorable taglines, engaging blog posts, persuasive advertisements, social media captions, and much more—all with just a few simple clicks, streamlining your content creation workflow and making it more efficient. With our tools, you can transform the way you connect with your audience, ensuring that each piece of content not only informs but also inspires.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$59 per month
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

Instoried

Company Location

United States

Company Website

instoried.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

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