Montreal, Quebec — June 18, 2026 Wealth Write.Up launches its AI-powered Statement Importer. Integrated directly into its core investment accounting platform, this new capability accelerates brokerage statement data processing and eliminates a critical accounting workflow bottleneck. A pioneer in complex securities portfolio accounting for over 27 years, Wealth Write.Up leverages AI to streamline accounting operations […]
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Wealth Write.Up is an Addepar Integration Partner
Montreal, Quebec — June 10, 2026 Wealth Write.Up is officially an integration partner of Addepar. This milestone reflects a shared commitment to helping family offices, wealth managers, and investment organizations streamline their operations through a connected technology ecosystem. By combining Addepar’s portfolio management capabilities with Wealth Write.Up’s purpose-built investment accounting platform, firms can reduce operational […]
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Wealth Write.Up Achieves SOC 2 Type 1 Certification, Strengthening Cloud Data Security and Compliance for Canadian Investment Accounting Firms
Montreal, QC – December 11, 2025 – Wealth Write.Up, a Canadian leader in AI-powered investment accounting software, announced today it has successfully completed its SOC 2 Type 1 certification. This achievement validates that Wealth Write.Up meets the highest standards for data security, privacy, and operational integrity. The certification enhances the company’s ability to protect sensitive […]
TJPS Software Rebrands as Wealth Write.Up, Launches New Cloud-Based Version of Trusted Write-Up Solution
Montreal, Canada – January 29, 2025 – TJPS Software, a leader in investment accounting solutions for Canadian accounting professionals, family offices and investment funds, is pleased to announce its rebranding to Wealth Write.Up. This name change aligns with the company’s launch of a new cloud-based version of its renowned TJPS Write-Up software. With over 25 […]
