Take Addepar Further with Wealth Write.Up
Bring Investment Accounting into Your Addepar Workflow
Addepar trusts Wealth Write.Up as an integration partner and Securities Portfolio General Ledger for their Canadian clients. Instantly import Addepar transactions into our platform to seamlessly automate tax reporting, multi-currency accounting, and transaction posting.
30+
Tax Reports
Unlimited
Files and Entities Supported
50%+
Faster Reporting
Unify Portfolio Data Across Addepar, Custodians, and Alternative Investments Into One Investment Accounting View with Wealth Write.Up.
Eliminate manual data entry by automatically importing your Addepar holdings and transactions into a full investment subledger with automated General Ledger posting.
See it in Action
Your Practice, Without Manual Data Entry
What Is Manual Data Entry Costing Your Firm?
Every transaction typed by hand adds time, risk, and cost to your operations. That impact varies based on client volume, transaction complexity, and staff time — but it’s almost always higher than expected.
See Wealth Write.Up in Action
Whether you’re managing books for a family office, an accounting firm, or a holding company, we’ll tailor the demo to what matters most to your practice.
