“I love the program and I’m excited that it’s moving to the cloud, as I have been concerned about my data security having the program locally installed on just my computer. Looking forward to checking out the new features!”
Family Offices
Accounting Software For Family Offices
Multiple entities. Multiple custodians. Multiple currencies. Options, alternatives, private holdings, public securities – all in different accounts, all needing consolidated reporting.
Wealth Write.Up brings it all together. One platform, complete visibility, audit-ready reports on demand.
A Trusted Solution For Over 25 Years
All Custodians, One View
Your General Ledger Book of Record
SOC 2 Certified, Canadian Data Residency
Why Wealth Write.Up For Family Offices?
Your portfolio is sophisticated. Your accounting shouldn’t hold it back.
Options and derivatives? Handled. Short positions? Tracked. Trust distributions with character breakdown? Automated. Foreign holdings with T1135 compliance? Built in. Performance reporting across all entities? One click.
Why Wealth Write.Up For Family Offices?
Your portfolio is sophisticated. Your accounting shouldn’t hold it back.
Options and derivatives? Handled. Short positions? Tracked. Trust distributions with character breakdown? Automated. Foreign holdings with T1135 compliance? Built in. Performance reporting across all entities? One click.
What Our Clients Are Saying
Learn More About Wealth Write.Up for Family Offices
FAQs
Does Wealth Write.Up work with Multi Family Offices
Yes. Wealth Write.Up was designed for, and is extensively used by multi-family offices. Features such as advanced security, a collaborative workspace, and multiple client entities were designed for just that.
Why do family offices need investment accounting?
A family office is defined as a business established by a family to cater to their comprehensive financial requirements. Family office accounting specifically entails the oversight and management of investments and financial matters for affluent families. Utilizing accounting software tailored for this purpose can efficiently track and reconcile wealth management activities across various locations, businesses, and investments. This can lead to enhanced insights and improvements in financial performance.
Why do family offices prefer Wealth Write.Up?
Family offices have been selecting TJPS Write-Up as their trusted partner to help in investment accounting for over 25 years. Wealth Write.Up takes that rich functionality and brings it to the cloud to offer:
- Complete transparency.
- Financials that are easy to use.
- Multi-custodian accounting software.
- Ability to handle complex transactions across multiple custodians and currencies.
- Consolidated financials across multiple custodians.
- A cost-effective system that allows you to easily scale up or down.
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.
