TJPS Write-Up customers - Welcome to Wealth Write.Up

The number one request from the clients of TJPS Write-Up has been to have a modern, cloud version of the software they've used for decades. While we are still supporting the classic Write-Up product, from TJPS Software, we encourage our customers to purchase an upgrade to a modern version of their trusted investment accounting software with all the same functionality as before - delivered as a modern, secure, cloud-based offering.

Links to download FX tables can be found toward the bottom of this page

The Benefits Of Upgrading

Shared Workspaces

Enable team members to collaborate, wherever they work, allowing preparers and reviewers to work more effectively.

High-Grade, Cloud Security

Your data is securely stored on the cloud and backed-up regularly.

Lower IT Costs

Wealth Write.Up is available through a modern web browser. This eliminates the need to manage servers, license keys, and complex upgrade procedures.

Real-Time Exchange Rates In Multiple Currencies

Get accurate, up-to-date exchange rates in real-time, allowing you to seamlessly manage investments across multiple currencies with ease and precision.

Upgrade Painlessly

Legacy TJPS customers can upgrade their products seamlessly and easily using our data transformation service. We’ve designed this system to take your existing client files and convert them to the cloud-based version in just a few clicks. You can do it yourself, or we can help you through the process.

Learn More

Upgrade Painlessly

Legacy TJPS customers can upgrade their products seamlessly and easily using our data transformation service. We’ve designed this system to take your existing client files and convert them to the cloud-based version in just a few clicks. You can do it yourself, or we can help you through the process.

Learn More

FAQs

What are the computer requirements for legacy Write-Up

Write-Up operates on the Lotus Notes platform and is dependent on that platform’s capabilities. Write-Up is compatible with Windows 10 and is not compatible with Windows 11. If you are looking at upgrading to Windows 11, or installing Write-Up on Windows 11, you will need to move to our cloud version.

Per Microsoft, support for Windows 10 is planned to be concluded on October 25, 2025.  Therefore, we suggest you start planning on a migration to our cloud version before that date.

Are you still supporting legacy Write-Up customers

Yes.  We still support our loyal customers on the legacy Write-Up platform; however, we are encouraging them to plan to migrate to the modern, cloud-based version.  To help in the transition, we have pricing incentives and automated data migration tools.

Is there a fee to upgrade to the cloud version?

Customers of TJPS Write-Up will need to purchase a new license for Wealth Write.Up. There are multiple price incentives that are available for long-term customers to take advantage recognizing long-term loyalty and the remaining amount on a user’s current maintenance subscription.

While the pricing structure is different, we have designed the upgrade to offer you significant value, including enhanced functionality, greater security, and regular updates. Please reach out to your Customer Success Manager for details on your tailored upgrade pricing

Is there a big learning curve with the new Wealth Write.Up?

The new Wealth Write.Up’s user design is based on the same layout as the classic TJPS Write-Up, with a modern look and feel.  Our customers have adopted the latest version with great ease and with very little need for training.

Can I convert my client files to the new cloud version?

We understand that your existing data is critical to your business. Our team will support you throughout the upgrade process to ensure a smooth transition. We provide a step-by-step guide and personalized support to help you migrate your client files and settings seamlessly to the new cloud-based platform.

Users can simply drag and drop their existing .NSF client files into the new Wealth Write.Up and have them converted keeping all of the prior version history.

Why should I upgrade to the cloud version of Wealth Write.Up?

The new cloud – SaaS (Software as a Service) – version of Wealth Write-Up is designed to provide a more seamless, efficient, and modern experience. With cloud-based access, enhanced security features, and an intuitive user interface, you can manage your client files from anywhere with ease. The platform is regularly updated, ensuring you always have access to the latest features and improvements without manual upgrades.

Will upgrading to the cloud version disrupt my current workflow?

No, the transition to the new Wealth Write.Up platform has been designed to be as seamless as possible. You can continue using your legacy version until the migration is complete, and you are comfortable with the new SaaS platform. Additionally, we offer comprehensive training and resources to ensure that your team is ready to make the most of the new system without disruption.

What if I experience issues with the new cloud version after upgrading?

Our Customer Success Team is here to support you throughout your journey with the new Wealth Write.Up platform. If you encounter any issues or have any questions after upgrading, you can reach out to our support team for personalized assistance. Our goal is to ensure that you have a smooth and productive experience on the new platform.

What is the relationship between TJPS Software and Wealth Write.Up?

Wealth Write.Up and TJPS Software are the same company.  A new name was chosen to represent a new software product that we’re taking to the market.    (Quebec NEQ: 1160233426)