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Ratings and Reviews 0 Ratings
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What is WealthWorks+?
A cutting-edge wealth management platform that provides full customization to meet the specific needs of your organization. Designed for every level of management, this application empowers users with a wide array of tools to manage compliance and administration for corporations, partnerships, individuals, and numerous complex entities. Furthermore, it guarantees smooth integration with current systems to improve overall operational productivity, making it an essential asset for effective financial oversight. This innovative solution not only streamlines processes but also adapts to the evolving demands of the financial landscape.
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Media
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Integrations Supported
Amazon Web Services (AWS)
Google Sheets
Gusto
QuickBooks Online
RUN Powered by ADP
Ramp
Slack
Stripe
Xero
Integrations Supported
Amazon Web Services (AWS)
Google Sheets
Gusto
QuickBooks Online
RUN Powered by ADP
Ramp
Slack
Stripe
Xero
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$32 per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Octad Solutions
Date Founded
2019
Company Website
octadsolutions.com
Company Facts
Organization Name
Asseta.ai
Date Founded
2023
Company Location
United States
Company Website
www.asseta.ai/
Categories and Features
Company Secretarial
Annual Filings
Archiving & Retention
Company Formation
Company Register
Dividend Administration
Document Templates
Important Dates Reminders
Multi-Company
Officer Management
Shareholder Management
Categories and Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management