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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 GreatSoft Secretarial?

If you are feeling burdened by secretarial tasks or struggling to keep up with CIPC registrations and submissions, our company secretarial software is designed to simplify your workload and reduce the demands of your administrative responsibilities. GreatSoft’s cutting-edge browser-based platform enables you to log into your secure portal and manage your clients' secretarial affairs from virtually anywhere, on any device, and at any time. Eliminate the hassle of bulky red register books, piles of documents, and countless spreadsheets. Experience the advantages today! The built-in workflow system adeptly completes essential forms, while the form filler feature allows users to quickly and seamlessly finish additional paperwork. With all your clients and entities neatly arranged within GreatSoft, calculating and storing Public Interest Scores becomes a straightforward process in one unified system. Moreover, GreatSoft Secretarial offers an intuitive way to keep tabs on any outstanding CIPC annual returns and monitor their progress, helping you maintain control over your obligations effortlessly. This all-encompassing solution not only boosts productivity but also significantly enhances the overall effectiveness of managing company secretarial duties. With these tools at your disposal, you can focus more on strategic tasks rather than getting bogged down by routine administration.

Media

No images available

Media

Integrations Supported

Microsoft Excel
Microsoft Word
Xero

Integrations Supported

Microsoft Excel
Microsoft Word
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

GreatSoft

Date Founded

2011

Company Location

South Africa

Company Website

greatsoft.co.za/secretarial-software/

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

Company Secretarial

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

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