“I love the program and I’m excited that it’s moving to the cloud, as I have been concerned about my data security having the program locally installed on just my computer. Looking forward to checking out the new features!”
Investment Accounting for
Corporate Treasury
The specialized subledger for complex securities portfolios your ERP wasn't built to handle.
Your ERP Wasn't Built for This
SAP can run your supply chain. Oracle can manage your financials. But when your treasury team needs to track investment portfolios across multiple custodians, calculate ACB on corporate actions, and generate T1135 reports — your ERP struggles.
The Result: Excel workarounds, manual reconciliation, audit prep that takes weeks, and key person risk when your spreadsheet expert leaves.
Wealth Write.Up is the Investment Subledger Your GL Needs
40+ transaction types
including options, corporate actions, and complex securities.
Automated tax reporting
T1135, capital gains, withholding tax.
Multi-custodian
consolidation all accounts, one source of truth.
Multi-currency support
USD/CAD with Bank of Canada daily rates.
ERP integration
Export to your ERP and other systems with ease.
A Trusted Solution for over 25 years
27 years serving Canadian organizations
200+ organizations including Big 4 accounting firms
$100B+ in assets accounted for
SOC 2 Type 1 certified
Canadian data residency
What Our Clients Are Saying
See How It Works
20-minute demo. We'll show you exactly how Wealth Write.Up handles the complexity your ERP can't.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.
