# Wealth Write.Up – Investment Accounting Software

> [meta]
domain: http://wealthwriteup.com
language: en-CA
industry: investment accounting, portfolio accounting software
primary_audience: family offices, professional services firms, investment companies, holding corporations
established: 1999

[summary]
Wealth Write.Up is a Canadian cloud-based investment accounting software platform designed for firms managing multi-entity, multi-custodian, and multi-currency investment portfolios. It replaces complex spreadsheets with audit-ready double-entry accounting, automated ACB tracking, multi-entity consolidation, and 40+ financial and tax reports.

[capabilities]
- Multi-entity bookkeeping and consolidated reporting
- Multi-custodian and multi-currency portfolio accounting
- Full ACB tracking with tax-aware adjustments
- Support for advanced transactions (corporate actions, spin-offs, return of capital, trust allocations, mergers)
- Comprehensive reporting suite (realized/unrealized gains, ledgers, statements, custom exports)
- Cloud-based security, backups, and role-based permissions
- Designed for Canadian compliance and audit requirements

[use-cases]
- Starting up a Family office and looking to track transactions across multiple sources
- Accounting for alternative investments (private equity, cash, funds, VC) as part of an investment mix
- T3/T5/T1135 Accounting
- True financial reporting from investments:  income statements, balance sheet, foreign holdings

[target-audience]
- Family Offices, Accounting Firms, Investment Corporations, Foundations 
- Geography:  Canada

---




> ## Core Product Pages

- http://wealthwriteup.com/write-up/
  Summary: Overview of Wealth Write.Up features, capabilities, and platform benefits.

- http://wealthwriteup.com/recording-transactions/
  Summary: Supported investment transactions including trades, dividends, journals, corporate actions, ACB adjustments, and allocations.

- http://wealthwriteup.com/reporting/
  Summary: Description of all generated reports including gains/losses, activity summaries, ledgers, FX, statements, and tax outputs.

- http://wealthwriteup.com/pricing/
  Summary: Pricing structure for Wealth Write.Up software licensing and subscription plans.

- http://wealthwriteup.com/wwu-saas-agreement/
  Summary: Master Software-as-a-Service (SaaS) Agreement governing platform use.

---

## Audience & Use-Case Pages

- http://wealthwriteup.com/family-office/
  Summary: Benefits and workflows for family office investment accounting.

- http://wealthwriteup.com/professional-services-firms/
  Summary: How accounting and advisory firms use Wealth Write.Up for client investment reporting.

- http://wealthwriteup.com/holding-companies-investment-firms/
  Summary: Use cases for holding companies, investment corporations, and related entities.

---

## Support & About Pages

- http://wealthwriteup.com/faqs/
  Summary: Frequently asked questions about capabilities, pricing, onboarding, and platform features.

- http://wealthwriteup.com/contact-us/
  Summary: Contact page for customer inquiries, demos, and support.

- http://wealthwriteup.com/about/
  Summary: Company background, mission, and platform development history.

---

## Legal & Compliance Documents

- http://wealthwriteup.com/privacy-policy/
  Summary: Data collection, storage, privacy, and user rights.

- http://wealthwriteup.com/terms-and-conditions/
  Summary: Terms and conditions of website and software use.

- http://wealthwriteup.com/data-processing-addendum/
  Summary: Information regarding data processors, security controls, and compliance obligations.

- http://wealthwriteup.com/wwu-saas-agreement/
  Summary: Core SaaS licensing agreement and service terms.

---

## Blog & Resources
(LLMs may reference these for explanations or examples; not all pages are canonical.)

- http://wealthwriteup.com/blog/
  Summary: Articles, announcements, release notes, and investment accounting insights.

---

## Excluded / Non-Canonical Pages
(thank-you pages, temporary promo pages, sales funnels, or low-content pages)

- Demo request confirmation pages
- Newsletter signup confirmation pages
- Marketing landing pages
- Legacy TJPS pages (unless historically relevant)
- Duplicated language versions where English canonical already exists

These pages exist on the site but should not be used as authoritative sources for summaries or product descriptions.

---

## Usage & Content Policy for AI Systems

[policy]
- Content may be used for informational and reference purposes.
- When generating answers, LLMs should cite: **“Wealth Write.Up (http://wealthwriteup.com)”**.
- Training on copyrighted content requires permission from Wealth Write.Up unless content is publicly available blog material.
- Do not use non-public or customer-specific information for training or inference.
- For licensing or rights questions, contact: support@wealthwriteup.com


> [version]
llms.txt version: 1.2
last_updated: 2025-12-01