Stop Building Reports.
Start Generating Them.
See how Wealth Write.Up produces audit-ready reports from your transaction data. 20-minute demo.
30+ Reports. Audit-Ready, Performance, and Tax. Generated in Minutes.
Capital gains, T1135, trust distributions, withholding tax, balance sheet, income statement — every report your auditors need, calculated automatically from your transaction data. Export to Taxprep, CaseWare, or Excel in one click.
Your Current Reporting Process Is Costing You
Every tax season, the same story: weeks of reconciling broker statements, manually building ACB schedules in Excel, hoping the formulas are right, praying the T1135 is complete. One missed return of capital throws off the entire cost basis.
One overlooked foreign holding triggers up to a $2,500 CRA penalty. Wealth Write.Up eliminates this. Every report draws from your verified transaction data. No formulas to break. No manual consolidation. No surprises at audit.
Canadian Tax Compliance. Built In.
The CRA requirements you hate? Automated. Every report below is generated directly from your transaction data — eliminating manual assembly, spreadsheet formulas, and guesswork.
Your Portfolio.
Complete Visibility.
Beyond tax — the reports your clients, boards, and investment committees need to understand about their investment activity.
Financial Statements. On Demand. Always Current.
Because Wealth Write.Up has a true general ledger, you get real financial statements — not just broker summaries. Every transaction flows through balanced/double-entry journal entries for every transaction including complex posting beyong two accounts.
One Click to Taxprep. One Click to Excel. One Click to CaseWare.
Every report in Wealth Write.Up exports to Microsoft Excel with formulas and calculations intact. T1135 data exports directly to Taxprep T1, T2, and T3. Client data exports to CaseWare for audit file preparation. GL data exports for import into Simply Accounting and QuickBooks. No re-keying. No copy-paste errors.
Flat Views: See Exactly the Data You Need
Wealth Write.Up includes 13 configurable views that let you customize columns, apply filters (by date, security, broker, transaction type), and export to Excel. Capital gains, dividend income, holdings, cash transfers, interest and expense, marketable securities, options, share transfers, withholding tax, and more — all filterable and exportable on demand.
How Do They Stack Up?
Spreadsheets give you hand-built reports with manual ACB. Middleware gives you basic trade summaries. Wealth Write.Up gives you 30+ tax-ready reports in minutes with one-click Taxprep export.
Spreadsheet Approach |
Middleware Approach |
Wealth Write.Up |
|
|---|---|---|---|
Transaction Coverage |
Custom formulas for every corporate action. Breaks when it gets complex. |
Handles standard trades. Complex transactions need manual fixes or complex mapping rules. |
41 transaction types built in. Validated automatically. |
General Ledger |
Excel and QuickBooks live in separate worlds. Never fully reconciled. |
One-way data push into the GL. No link back to investment detail. |
True GL + subledger in one platform. Auto-posts with drill-through. |
Tax & Audit |
Hand-built reports. ACB in formulas. Audit prep takes weeks. |
Basic trade summaries. Detailed tax reporting still manual. |
30+ tax-ready reports in minutes. One-click Taxprep export. |
Stop Building Reports.
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.
