Days, not months. Wealth Write.Up is purpose-built for investment accounting, so there’s no complex configuration. We create your client file, set up your chart of accounts and custodian accounts, import your transaction history, and you’re live. Most clients are up and running within a week.

Yes. We can import your transaction history directly from Excel. No need to start from scratch or manually re-enter years of data.

Yes. We provide onboarding support, training materials, and extensive product documentation. You won’t be left figuring it out on your own.

Standard accounting software wasn’t built for investment portfolios. It can’t handle Adjusted Cost Base (ACB) calculations across multiple custodians, corporate actions like stock splits and returns of capital, or multi-currency transactions with daily FX rates. Wealth Write.Up handles all of this — it’s what we’ve done for 27 years.

Yes. Wealth Write.Up fits into your existing workflow. Export directly to Taxprep T1, T2, and T3, and integrate with Caseware for financial reporting.

Yes. Whether you’re a firm managing hundreds of client files or a family office with multiple entities, Wealth Write.Up scales with you. Workspaces let multiple team members collaborate on the same client files

Over 40, including stock splits, spin-offs, returns of capital, trust unit distributions, security transfers, and corporate actions. If it shows up on a broker statement, we handle it.

Yes. We support USD and CAD transactions using daily average exchange rates from the Bank of Canada. Additional currencies are on our roadmap.

Pricing is based on the number of entities and users. Contact us for a quote tailored to your needs.

No. Unlike most enterprise software, we don’t require minimums. Whether you’re an individual practitioner or a Big 4 firm, you pay for what you use.

Yes. We offer a 30-day free trial so you can see how Wealth Write.Up works with your actual data before you commit.

Annual. Simple and predictable.

In Canada. All data is hosted on Microsoft Azure’s Canadian data centers. Your data never leaves the country.

We’re SOC 2 Type 1 certified, which means an independent auditor has verified that our controls are designed to protect your data. Security isn’t an afterthought — it’s built into how we operate.

It’s yours. You can export your data before your subscription ends. We don’t hold your information hostage.

Email and phone. Real people, not chatbots.

We respond within the same business day. Enterprise clients with an SLA get responses within 1 hour.

Yes. We maintain extensive documentation including user guides, admin guides, and how-to articles. You can access it anytime at docs.wealthwriteup.com.

Excel works – until it doesn’t. The real cost isn’t the spreadsheet itself. It’s the hours spent on manual reconciliation, the audit prep that takes weeks instead of days, and the risk that one formula error throws off your entire ACB calculation.

Our clients typically cut bookkeeping time by 50% or more after switching. That’s time your team gets back – or hours you stop paying your accountant for. The question isn’t whether you can afford Wealth Write.Up. It’s whether you can afford to keep doing it manually.

That’s fine. We can import your transaction history from Excel, so you’re not starting over. Your historical data comes with you.