“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!”
Holding Companies & Investment Firms
Investment Accounting For Holding Companies & Investment Firms
Your investments are your business. When BCE spins off a subsidiary or Enbridge issues a return of capital, you need accounting software that knows what to do.
Wealth Write.Up handles the corporate actions that break Excel and confuse generic accounting software. Automatic ACB allocation. Automatic tax reporting. Automatic sanity.
A Trusted Solution For Over 25 Years
Financial Accounting Across Multiple Custodians
Robust Reporting For Tax & Accounting Purposes
Quick Decision Making Based On Accounting Data
Why Write.Up For Holding Companies & Investment Firms?
Your controller shouldn’t spend tax season in Excel purgatory.
Wealth Write.Up tracks multi-year positions across custodians. Generates capital gains reports with correct ACB. Handles spin-offs, mergers, and reorganizations that make auditors nervous. Links directly to your GL as a true investment subledger.
Why Write.Up For Holding Companies & Investment Firms?
Your controller shouldn’t spend tax season in Excel purgatory.
Wealth Write.Up tracks multi-year positions across custodians. Generates capital gains reports with correct ACB. Handles spin-offs, mergers, and reorganizations that make auditors nervous. Links directly to your GL as a true investment subledger.
What Our Clients Are Saying
Learn More About Write.Up for Holding Companies & Investment Firms
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.
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.
