Over 250 of Canada’s leading family offices, accounting firms, and investment firms trust Wealth Write.Up to save time ensuring accounting compliance, tax preparation, and to deliver precise financial insights.
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Professional services firms can provide clients with more accurate and faster service, thanks to streamlined investment reporting across multiple custodians, the ability to prepare reports, and keep a general ledger.
Wealth Write.Up simplifies tracking and reconciling all your transaction data, making accounting on your assets simpler. This not only saves you time and money but also reinforces the longevity of your family business for future generations.
Write.Up helps investment companies account for and reconcile their investment companies such as holding companies and trusts.
From income statements, balance sheets, and capital gains – Wealth Write.Up provides a flexible General Ledger to handle the most complex chart of accounts. Easily handle multiple transaction types across multiple custodians to capture and properly allocate details of over 42 transaction types.
Wealth Write.Up supports an extensive range of broker and banking transactions, as well as financial statement and tax report data such as T3, T5, and T1135. Adjusting entries allowing easy integration into your reporting workflow. In fact, it supports all of the transaction types you need to handle, even for the most complex Canadian holding company, estate or trust.
Investment accounting software is essential for holding companies and investment companies, streamlining portfolio tracking, analysis, and reporting with multiple entities. It performs accounting reporting across a multitude of custodians and in multiple currencies to ensure tax compliance.
Replace mountains of spreadsheet formulas with purpose-built accounting for investments and. Save over 50% of your time – and gain peace of mind.
Foreign holdings, capital gains, balance sheets, and more – right at your fingertips. Improve turnaround time for your clients in providing clear reports, quick services, and regular updates of the state of investments
Don’t miss critical details when “writing-up” investments. Wealth Write.Up guides you through the process to generate high-value, highly accurate accounting.
Data verification and correction
Secure cloud hosting (SOC2)
Access to historical data
Multi-currency support
Data for T3, T5, T1135 and more
Full transaction support
Accurate ACB across multiple custodians and years
40+ auto-generated reports
Easy integration with common accounting software
25 years of experience
Have questions? Reach out! Our team is ready to help — contact Wealth Write.Up today!