50%+ less time. Zero spreadsheet risk.
Audit-ready from day one.
200+ organizations across Canada trust Wealth Write.Up. Their auditors noticed.
The Competitive Edge
in Investment Accounting
Scale complex securities portfolio accounting with enterprise-grade auditability.
27
Years In The Market
200+
Organizations
$100B+
Assets Tracked
1,800+
Professionals
Built for Investment Accounting.
Because Nothing Else Was.
Spreadsheets aren’t designed to handle the complexity of investment accounting. Middleware isn’t either.
How Do They Stack Up?
When your portfolio includes corporate actions, multiple custodians, and Canadian tax obligations — the details matter.
Spreadsheet Approach |
Wealth Write.Up |
Middleware Approach |
|
|---|---|---|---|
Transaction Coverage |
Custom formulas for every corporate action. Breaks when it gets complex. |
41 transaction types built in. Validated automatically. |
Handles standard trades. Complex transactions need manual fixes or complex mapping rules. |
General Ledger |
Excel and QuickBooks live in separate worlds. Never fully reconciled. |
True GL + subledger in one platform. Auto-posts with drill-through. |
One-way data push into the GL. No link back to investment detail. |
Tax & Audit |
Hand-built reports. ACB in formulas. Audit prep takes weeks. |
30+ tax-ready reports in minutes. One-click Taxprep export. |
Basic trade summaries. Detailed tax reporting still manual. |
NEW
AI-Powered Transaction Importer. 90%+ Less Data Entry.
Upload any brokerage statement. AI reads it, extracts every transaction, and posts directly to your general ledger — with a conversational AI assistant to refine anything along the way. No templates. No re-training. No manual entry.
NEW
Unlock the Addepar x Wealth Write.Up Integration
Seamlessly import your Addepar portfolio and transaction data into Wealth Write.Up. Automate transaction posting, multi-currency accounting, and tax reporting while in our purpose-built investment General Ledger.
50%+ less time. Zero spreadsheet risk.
Built For You
3 Reasons Why to Invest
In Wealth Write.Up
Cut Bookkeeping Time 50%+
Stop wrestling with Excel. Enter transactions once, get reports instantly.
Close Books In Hours, Not Weeks
30+ reports ready at year-end. T1135, capital gains, trust distributions – all audit-ready.
True Investment Subledger
Links to your GL automatically. Feeds your ERP and systems like Caseware and Taxprep. Purpose-built for securities your accounting software or transaction scrapers can’t handle.
Explore Wealth Write.Up
1
Navigation Panel
Easily navigate through detailed general ledger views, trial balance, banking entries, journal entries, and more from the side menu.2
Account Overview
Quickly access and review opening balances and detailed transaction histories for each account.3
Transaction Details
View comprehensive transaction details, including dates, descriptions, and amounts, to ensure accurate financial tracking.4
Quick Access Links
Jump directly to broker reports, activities, miscellaneous entries, or return to the main page with these convenient quick access links. 1 Navigation Panel
Easily navigate through detailed general ledger views, trial balance, banking entries, journal entries, and more from the side menu.2 Account Overview
Quickly access and review opening balances and detailed transaction histories for each account.3 Transaction Details
View comprehensive transaction details, including dates, descriptions, and amounts, to ensure accurate financial tracking.4 Quick Access Links
Jump directly to broker reports, activities, miscellaneous entries, or return to the main page with these convenient quick access links.What Our Clients Are Saying
Learn More About Wealth Write.Up
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.
