Wealthworks+

The software boasts an intuitive user interface with customizable dashboards and reporting options, accessible from any device or browser. It simplifies tasks such as incorporations, ongoing filings, recordkeeping, and regulatory reporting while maintaining high data security standards. WealthWorks+ includes features like statutory information management, shareholder maintenance, share transactions, agreements, contracts, and trust and family office administration. It also offers alerts for deadline dates, automated document generation, and task management capabilities. WealthWorks+ goes beyond basic administration by incorporating advanced modules for time recording, billing, and accounting. The time recording and billing module allows for flexible time entry, recurring tasks, and user-defined tariffs and charges. The accounting module provides a full double-entry system with customizable financial statement templates, client portfolio management, and investment valuation. Additionally, the software includes a compliance and due diligence module with features such as custom risk assessment reviews, centralized compliance activities, simplified client due diligence, and comprehensive data capture for FATCA reporting. This ensures that organizations can maintain regulatory compliance and mitigate risks effectively.

One of the key advantages of WealthWorks+ is its ability to manage intricate entity structures and trusts across various jurisdictions seamlessly. This capability is crucial for businesses operating in the global financial landscape, as it ensures compliance with diverse regulatory requirements while simplifying complex activities such as incorporations, ongoing filings, and regulatory reporting. The software's user-friendly interface and customizable dashboards allow for efficient entity administration, including statutory information management, shareholder maintenance, and trust administration, all while maintaining high data security standards

• Small Businesses (1-99)
• Mid Market (100-500)
• Enterprise (500+)