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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 Quil?

Quil is a cutting-edge recruiting platform driven by AI, specifically created for staffing agencies and talent acquisition teams, aimed at automating various tasks like note-taking, Applicant Tracking System (ATS) updates, and candidate submissions, which helps to lessen the administrative load and enables recruiters to focus more on relationship-building. This innovative system records interviews held over platforms like Zoom, VoIP, phone calls, or in-person discussions, and then produces well-structured notes, succinct call summaries, and tailored candidate profiles that conform to your unique templates and tone. In addition, Quil efficiently populates conversation details into organized fields within your ATS, including dropdown options, pick-lists, and free-text fields, which drastically cuts down the time recruiters typically spend on data entry. Beyond facilitating ATS updates, Quil can also create polished, client-ready submissions, emails, or PDFs that seamlessly integrate video clips, candidate details, and branding elements, accomplishing these tasks in just seconds compared to the usual 20 minutes. By streamlining these processes, Quil not only boosts overall productivity but also empowers recruiters to dedicate more time to strategic endeavors that foster deeper connections with candidates and clients alike. The result is a more dynamic recruiting experience that enhances both efficiency and effectiveness in talent acquisition.

Media

Media

Integrations Supported

Big Biller
Calendly
Cisco Webex
Copper
Crelate
Exelare
Google Calendar
Google Meet
JobDiva
Jobin.cloud
Loxo
Manatal
Microsoft Outlook
Microsoft Teams
PCRecruiter
Pipedrive
Recruiterflow
RingCentral RingCX
Ringover
Zoom

Integrations Supported

Big Biller
Calendly
Cisco Webex
Copper
Crelate
Exelare
Google Calendar
Google Meet
JobDiva
Jobin.cloud
Loxo
Manatal
Microsoft Outlook
Microsoft Teams
PCRecruiter
Pipedrive
Recruiterflow
RingCentral RingCX
Ringover
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$46 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

Quil

Date Founded

2023

Company Location

Canada

Company Website

quil.ai/

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

Recruiting

Assessments
Background Screening
CRM
Interaction Tracking
Internal HR
Interview Management
Job Board Posting
Job Requisition
Onboarding
Recruiting Firms
Reference Checking
Resume Parsing
Self Service Portal

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