Holding Companies & Investment Firms

Investment Accounting For Holding Companies & Investment Firms

Investment accounting software is essential for holding companies and investment companies, streamlining portfolio tracking, analysis, and reporting. It performs accounting reporting across a multitude of custodians and in multiple currencies to ensure tax compliance.

A Trusted Solution For Over 25 Years

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Financial Accounting Across Multiple Custodians
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Robust Reporting For Tax & Accounting Purposes
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Quick Decision Making Based On Accounting Data

Why Write.Up For Holding Companies & Investment Firms?

Write.Up is the ultimate investment accounting solution for holding companies and investment firms, offering a host of benefits tailored to their complex needs. With Wealth Write.Up, you can effortlessly manage multiple custodians, streamline accounting for multiple holding companies, and ensure seamless data entry and import processes. The software's cloud-based platform guarantees top-notch security and flexibility, allowing you to access your financial data anytime, anywhere, while also adapting to your evolving business requirements. Say goodbye to manual data management and embrace a more efficient, secure, and scalable approach with Write.Up.

Why Write.Up For Holding Companies & Investment Firms?

Write.Up is the ultimate investment accounting solution for holding companies and investment firms, offering a host of benefits tailored to their complex needs. With Wealth Write.Up, you can effortlessly manage multiple custodians, streamline accounting for multiple holding companies, and ensure seamless data entry and import processes. The software's cloud-based platform guarantees top-notch security and flexibility, allowing you to access your financial data anytime, anywhere, while also adapting to your evolving business requirements. Say goodbye to manual data management and embrace a more efficient, secure, and scalable approach with Write.Up.

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 Write.Up for Holding Companies & Investment Firms

Schedule a Demo

FAQs

Why do holding companies and investment firms need investment accounting Software?

Investment accounting software is essential for holding companies and investment firms due to its ability to streamline complex financial processes and enhance operational efficiency. It allows these entities to manage multiple legal entities, track investments across various custodians, and ensure accurate financial reporting.

Why do holding companies and investment firms prefer Wealth Write.Up?

Holding companies and investment firms have trusted TJPS Write-Up as their trusted partner to help in investment accounting for over 25 years. Wealth Write.Up extends that functionality to the cloud to deliver:

  • 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.