Family Offices

Investment Accounting For Family Offices

Managing finances for family-owned businesses can be very complex, especially when dealing with diverse portfolios and transaction types across different custodians and currencies. That's where the perfect family office accounting software steps in. Wealth Write.Up simplifies tracking and reconciling all your transaction data, making accounting on your assets simpler.

A Trusted Solution For Over 25 Years

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Consolidated Broker Statements
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Powerful General Ledger
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Data Security

Why Wealth Write.Up For Family Offices?

Your family office business is not just a livelihood; it's a legacy that embodies your family's values and aspirations. Safeguarding this legacy requires robust financial reporting. With Wealth Write.Up's tailored solutions, you can elevate your investment accounting, enhance reporting and analytics, and fortify data security and accessibility. This not only saves you time and money but also reinforces the longevity of your family business for future generations.

Why Wealth Write.Up For Family Offices?

Your family office business is not just a livelihood; it's a legacy that embodies your family's values and aspirations. Safeguarding this legacy requires robust financial reporting. With Wealth Write.Up's tailored solutions, you can elevate your investment accounting, enhance reporting and analytics, and fortify data security and accessibility. This not only saves you time and money but also reinforces the longevity of your family business for future generations.

What Our Clients Are Saying

“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!”

Leanne Brown, BA, BBA, Bluewater Health

Our customers have been asking and we have listened… “Easy integration, connectivity to Microsoft Office is key so that reporting can be more flexible.”

E. Peter McKinney, CPA, LMMC Inc.

“It’s a great product. I’ve been using it since 2006”

Anonymous CPA, CA

“Still the best product in its category!”

Anne de Warnaffe

“Looking forward to a faster data entry and importing of information”

Partner at a Vancouver firm

Learn More About Wealth Write.Up for Family Offices

Schedule a Demo

FAQs

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.