Purpose-Built for
Investment Accounting Complexity
Wealth Write.Up is a modern investment accounting platform, whose core was designed by accountants and used for over 25 years by Canada's leading accounting firms, family offices, and holding companies. We handle a very comprehensive, and complex set of accounting transactions with ease and insight.
Close Your Books in Hours, Not Weeks
One click closes the fiscal year and carries forward all positions. Generate T1135, capital gains, and trust distribution reports instantly. Export directly to Taxprep T1, T2, and T3.
Close Your Books in Hours, Not Weeks
One click closes the fiscal year and carries forward all positions. Generate T1135, capital gains, and trust distribution reports instantly. Export directly to Taxprep T1, T2, and T3.
40+ Transaction Types — All of Them
Stock splits, spin-offs, return of capital, trust distributions, options, short sales – if it shows up on a broker statement, we handle it. Your general accounting system can’t. We can.
40+ Transaction Types — All of Them
Stock splits, spin-offs, return of capital, trust distributions, options, short sales – if it shows up on a broker statement, we handle it. Your general accounting system can’t. We can.
Work Intuitively
Wealth Write.Up’s interface mirrors broker statements, simplifying navigation and enhancing efficiency.
Work Intuitively
Wealth Write.Up’s interface mirrors broker statements, simplifying navigation and enhancing efficiency.
Customize Your General Ledger
Tailor the chart of accounts according to your needs to track a wide variety of investment activities.
Customize Your General Ledger
Tailor the chart of accounts according to your needs to track a wide variety of investment activities.
Easily Generate Reports
Save time and reduce human error with auto-generated reports that aid decision-making and improve compliance.
Easily Generate Reports
Save time and reduce human error with auto-generated reports that aid decision-making and improve compliance.
Save to the Cloud
Enjoy anytime access to financial data, enabling efficient collaboration from anywhere—backed by bank-level security.
Save to the Cloud
Enjoy anytime access to financial data, enabling efficient collaboration from anywhere—backed by bank-level security.
Canadian Tax Compliance Built In
T1135 foreign property reporting with automatic tracking. Withholding tax on foreign dividends — claim every credit you’re owed. Trust distributions broken down by character: capital gains, dividends, return of capital. Direct export to Taxprep T1, T2, T3. The CRA requirements you hate? Automated.
Canadian Tax Compliance Built In
T1135 foreign property reporting with automatic tracking. Withholding tax on foreign dividends — claim every credit you’re owed. Trust distributions broken down by character: capital gains, dividends, return of capital. Direct export to Taxprep T1, T2, T3. The CRA requirements you hate? Automated.
Options, Short Selling, Corporate Actions
Your accounting software can’t handle short positions. Ours can. Full options lifecycle: buy to open, sell to close, exercises, expirations. Corporate actions that break Excel – spin-offs, share mergers, stock splits – handled automatically with correct ACB allocation.
Options, Short Selling, Corporate Actions
Your accounting software can’t handle short positions. Ours can. Full options lifecycle: buy to open, sell to close, exercises, expirations. Corporate actions that break Excel – spin-offs, share mergers, stock splits – handled automatically with correct ACB allocation.
Continuous Commitment
to Innovation
By leveraging decades of expertise, we continue to bring deep insights to each new feature and functionality, ensuring that our solutions remain cutting-edge, secure, and aligned with modern demands.
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.
