WealthWorks+ is a comprehensive wealth management solution designed to streamline entity and trust administration. Key features include advanced entity administration for various structures like trusts, companies, and partnerships, integrated role-based dashboards, extensive reporting options, and a powerful time management and billing module. The software also offers robust company secretarial functionalities, including annual filings, officer management, and shareholder management. Additionally, it includes compliance and due diligence modules to ensure regulatory adherence and mitigate risks, all within a user-friendly, scalable platform accessible from any device.
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Verified User Rating
Annual FilingsCompany FormationCompany RegisterCritical Date AlertsDocument TemplatesMulti-CompanyOfficer ManagementAdvanced trust and corporate entity managementMulti-jurisdiction complianceFully responsive dashboardsAccessible on any device and browserScalability from 2 to 2,000 usersCustomizable user rolesIntegrated support and knowledge baseClient onboarding workflowsMulti-level approval systemMulti-company functionalityMulti-currency supportMulti-manager functionalityCRM for entity relationshipsReal-time organizational chartsRelationship treesTrust Registration Service data captureAUM dashboardsCross-client portfolio analysisWIP managementTime recording and billingAccounting module with double-entry systemCustomizable financial statement templatesClient portfolio managementInvestment valuationCompliance and due diligence moduleRisk assessment reviewsCentralized compliance activitiesEmailHelp DeskFAQsForumKnowledge BaseCloud, SaaS, Web-BasedDesktop - Windows
Wealthworks+
By Octad Solutions
