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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.

What is Future Directors?

Presenting a robust, self-service board management solution tailored for small to medium enterprises, free from restrictive contracts. Our cloud-driven platform facilitates the smooth administration of all aspects of board meetings, encompassing document storage, agenda preparation, board pack assembly, and the digital archiving of minutes, among various other functionalities. Bid farewell to disorganized tools and the frustration of sifting through buried emails or chaotic SharePoint directories; your team will consistently have timely access to essential information when required. With the Future Directors Board Portal, you can effectively oversee, engage in, and optimize all governance operations from a unified platform. Given that numerous significant cyber threats are aimed at boards, it is crucial to move away from sharing confidential information via email. Our secure platform enables you to control how information is disseminated and who is granted visibility, all while steering clear of costly software subscriptions. Rather, you can take advantage of our intuitive service that aids in cost reduction. Empower company secretaries with the essential tools to excel in their responsibilities, ensuring complete oversight of access to sensitive corporate data and the flexibility to implement necessary modifications. By integrating all these features into one platform, you can greatly improve both governance efficiency and security, fostering a more organized and proactive board environment. Ultimately, this leads to enhanced decision-making and a stronger foundation for your business’s future.

Media

No images available

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$30 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

Future Directors

Date Founded

2015

Company Location

Australia

Company Website

www.futuredirectors.com

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

Board Management

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

Company Secretarial

Annual Filings
Archiving & Retention
Company Formation
Company Register
Dividend Administration
Document Templates
Important Dates Reminders
Multi-Company
Officer Management
Shareholder Management

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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