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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 Squire?

Squire is a cutting-edge, AI-driven conversation intelligence platform aimed at enhancing the efficiency of recruitment agencies and their consultants. It captures conversations between recruiters and candidates, transcribes them, and produces concise written summaries of essential details for future reference. This valuable information is seamlessly integrated into the ATS/CRM, ensuring that candidate records are updated automatically, eliminating the need for manual input from recruitment consultants. By using Squire, consultants can engage with a greater number of candidates and successfully place more individuals in their desired roles. Our innovative solution alleviates the strain of memorizing details and note-taking during calls, allowing recruiters to concentrate on the conversation at hand. This boost in productivity not only enhances the overall candidate experience but also leads to impressive returns on investment for recruitment agencies. Ultimately, Squire transforms the recruitment process into a more efficient and effective endeavor.

Media

Media

Integrations Supported

Bullhorn
Microsoft Teams
Zoom
itris 9

Integrations Supported

Bullhorn
Microsoft Teams
Zoom
itris 9

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

€20/month/user
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

Squire

Date Founded

2021

Company Location

Ireland

Company Website

squireapp.io

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

Conversation Intelligence

AI Insights
Account Health Alerts
Call Analytics
Call Recording
Call Recording Cloud Storage
Call Snippets
Call Transcription
Call/Meeting Sharing
Sales Coaching
Topic Tags
Topic-Based Analytics
Video Conferencing Analytics
Win/Loss Analysis

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