WATCH OUR ON-DEMAND WEBINAR
Investment Accounting Best Practices, What’s New & What’s Ahead.
Get More From Wealth Write.Up!
ON-DEMAND WEBINAR
Investment Accounting Best Practices, What’s New & What’s Ahead.
Get More From Wealth Write.Up
Hosted by Michael Sweetnam
You want to be as productive as possible with your investment accounting workflows, and there may be more to discover in Wealth Write.Up than you realize.
Discover practical ways to streamline your accounting processes, save time, and improve efficiency and get answers to your questions directly from our team during a live Q&A.
WEBINAR AGENDA
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Part 1: Wealth Write.Up Product Updates — Brian P. McGlynn, CEO
Explore new product features and recent improvements designed to elevate the user experience, reduce manual data entry, minimize errors, improve integrations, and support your compliance requirements.
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Part 2: Investment Accounting Best Practices, Get More From Wealth Write.Up — Erick Houeton, Head of Customer Success
Discover tips, best practices, and workarounds to help you use Wealth Write.Up more efficiently across your investment accounting workflows and address common challenges—from General Ledger and reporting to journal entries and more.
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Part 3: What’s Ahead: Our Vision — Brian P. McGlynn, CEO
Get a look at where we’re headed and how upcoming innovations will continue to support your needs.
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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.
