Over 250 of Canada’s leading family offices, accounting firms, and investment firms trust Wealth Write.Up to save time ensuring accounting compliance, and to deliver precise financial insights.
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By leveraging Write.Up’s advanced capabilities, 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 is the ultimate investment accounting solution for holding companies and investment firms, offering a host of benefits tailored to their complex needs.
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 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.
Save over 50% of your time compared to using tools like spreadsheets and standard accounting software
Improve turnaround time for your clients in providing clear reports, quick services, and regular updates of the state of investments
Provide valuable insights for your clients with balance sheet snapshots, holdings overviews, investment cashflow planning across a holistic view of accounts
Data upload
Data verification and correction
Secure cloud hosting
Access to historical data
Multi-currency support
Unlimited Users
Full transaction support
Unlimited Transactions
40+ auto-generated reports
Easy integration with common accounting software
Have questions? Reach out! Our team is ready to help — contact Wealth Write.Up today!