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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.
What is WealthWorks+?
WealthWorks+ represents a cutting-edge software solution tailored for the comprehensive management and supervision of various financial entities, including trusts, corporations, partnerships, funds, foundations, individuals, estates, and other complex wealth structures, while guaranteeing adherence to all necessary administrative and compliance requirements. This platform grants you unparalleled control over the management and accessibility of your clients' financial resources. Its flexible architecture allows for customization suitable for organizations of any size, and its innovative design assures that the system stays aligned with the newest technological trends, giving you confidence in a premium software experience. Featuring integrated dashboards tailored to specific roles and intuitive export functionalities, it simplifies the extraction of crucial information from the entered data, thereby boosting both efficiency and overall productivity. Furthermore, the software undergoes continuous updates, ensuring that users consistently benefit from the most recent features and advancements in wealth management technology, thus reinforcing its value in an ever-evolving financial landscape. Ultimately, WealthWorks+ not only enhances operational efficiency but also instills trust in users by maintaining a commitment to excellence and innovation in wealth management.
Media
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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
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
WealthWorks
Date Founded
1995
Company Location
United Kingdom
Company Website
thewealthworks.com/wwplus/
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