TJPS Write-Up customers - Welcome to Wealth Write.Up


TJPS Write-Up has reached the end of its supported life and to maintain current functionality, customers must transition to our cloud version. We recognize the importance that TJPS Write-Up plays for Investment Bookkeeping, and have created a fast-path migration process for our customers and strongly suggest our customers start planning to purchase an upgrade to a modern version of their trusted investment accounting software with all the same functionality as before - delivered as a modern, secure, cloud-based offering.

For customers in transition to the Cloud version, links to download FX tables can be found toward the bottom of this page

The Benefits Of Upgrading

Shared Workspaces

Enable team members to collaborate, wherever they work, allowing preparers and reviewers to work more effectively.

High-Grade, Cloud Security

Your data is securely stored on the cloud and backed-up regularly. Wealth Write.Up is SOC2 audited.

Lower IT Costs

Wealth Write.Up is available through a modern web browser. This eliminates the need to manage servers, license keys, and complex upgrade procedures.

Real-Time Exchange Rates In Multiple Currencies

Get accurate, up-to-date exchange rates in real-time, allowing you to seamlessly manage investments across multiple currencies with ease and precision.

Upgrade Painlessly

Legacy TJPS customers can upgrade their products seamlessly and easily using our data transformation service. We’ve designed this system to take your existing client files and convert them to the cloud-based version in just a few clicks. You can do it yourself, or we can help you through the process.

Learn More

Upgrade Painlessly

Legacy TJPS customers can upgrade their products seamlessly and easily using our data transformation service. We’ve designed this system to take your existing client files and convert them to the cloud-based version in just a few clicks. You can do it yourself, or we can help you through the process.

Learn More

FAQs

Are you still supporting legacy Write-Up customers

Yes – for customers that are in the process of transitioning to our cloud version.  Should you look for support of the legacy TJPS Write-Up software, please schedule time with our sales team to discuss.  To avoid transitioning during busy tax seasons, we are encouraging them to plan to migrate to the modern, cloud-based version.  To help in the transition, we have pricing incentives and automated data migration tools.

What does End of Life mean for software

End of Life refers to when a software can no longer be reasonably supported.  In the case of TJPS Write-Up, the underlying Lotus Notes technology is aging, and the ability to maintain a modern, secure platform is no longer feasible.  With the changes in Windows 11’s security model, we can no longer reliably maintain this aging software.

What this means for our customers:

  • FX tables will no longer be updated
  • We will no longer be able to generate license keys for new workstations
  • Technical support for TJPS Write-Up will be discontinued

Our clients have asked for a modern alternative for their reliable software that has gotten them through many years of investment bookkeeping – and our seamless migration to the cloud is the result.

Is there a fee to upgrade to the cloud version?

Customers of TJPS Write-Up will need to purchase a new license for Wealth Write.Up. There are multiple price incentives that are available for long-term customers to take advantage recognizing long-term loyalty and the remaining amount on a user’s current maintenance subscription.

While the pricing structure is different, we have designed the upgrade to offer you significant value, including enhanced functionality, greater security, and regular updates. Please click this link to schedule a demo and consultation.

Is there a big learning curve with the new Wealth Write.Up?

The new Wealth Write.Up’s user design is based on the same layout as the classic TJPS Write-Up, with a modern look and feel.  Our customers have adopted the latest version with great ease and with very little need for training.

Can I convert my client files to the new cloud version?

We understand that your existing data is critical to your business. Our team will support you throughout the upgrade process to ensure a smooth transition. We provide a step-by-step guide and personalized support to help you migrate your client files and settings seamlessly to the new cloud-based platform.

Users can simply drag and drop their existing .NSF client files into the new Wealth Write.Up and have them converted keeping all of the prior version history.

Why should I upgrade to the cloud version of Wealth Write.Up?

The new cloud – SaaS (Software as a Service) – version of Wealth Write-Up is designed to provide a more seamless, efficient, and modern experience. With cloud-based access, enhanced security features, and an intuitive user interface, you can manage your client files from anywhere with ease. The platform is regularly updated, ensuring you always have access to the latest features and improvements without manual upgrades.

Will upgrading to the cloud version disrupt my current workflow?

No, the transition to the new Wealth Write.Up platform has been designed to be as seamless as possible. You can continue using your legacy version until the migration is complete, and you are comfortable with the new SaaS platform. Additionally, we offer comprehensive training and resources to ensure that your team is ready to make the most of the new system without disruption.

What if I experience issues with the new cloud version after upgrading?

Our Customer Success Team is here to support you throughout your journey with the new Wealth Write.Up platform. If you encounter any issues or have any questions after upgrading, you can reach out to our support team for personalized assistance. Our goal is to ensure that you have a smooth and productive experience on the new platform.

What is the relationship between TJPS Software and Wealth Write.Up?

Wealth Write.Up and TJPS Software are the same company.  A new name was chosen to represent a new software product that we’re taking to the market.    (Quebec NEQ: 1160233426)