Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Nexo Reviews & Ratings
    18,034 Ratings
    Company Website
  • FreshBooks Reviews & Ratings
    5,502 Ratings
    Company Website
  • Gravity Software Reviews & Ratings
    45 Ratings
    Company Website
  • ZenTreasury Reviews & Ratings
    9 Ratings
    Company Website
  • Wave Browser Reviews & Ratings
    52 Ratings
    Company Website
  • Premier Construction Software Reviews & Ratings
    402 Ratings
    Company Website
  • gtechna Reviews & Ratings
    19 Ratings
    Company Website
  • 3Q Reviews & Ratings
    14 Ratings
    Company Website
  • 1Password Reviews & Ratings
    16,755 Ratings
    Company Website
  • DriveLock Reviews & Ratings
    1 Rating
    Company Website

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.

What is Compliancedashboard?

ComplianceDashboard® is dedicated to enhancing benefits compliance for its users. Our technology-driven solutions provide much more than comprehensive guidance on legal responsibilities; they enable your clients to fulfill their obligations swiftly, effectively, and with assurance. Understanding that every client has unique compliance demands, we customize all our ComplianceDashboard® offerings to meet their specific needs. This exceptional level of personalization is what you can expect from another branch of Capstone that is focused on streamlining operations. Furthermore, our intuitive training platform, Equip, improves the Benchmark™ experience, ensuring it is not only more efficient but also enjoyable for users. With these innovations in place, we strive to create a more compliant and hassle-free atmosphere for all clients while continuously seeking ways to enhance our services.

Media

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

$999.00/year
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

WealthWorks

Date Founded

1995

Company Location

United Kingdom

Company Website

thewealthworks.com/wwplus/

Company Facts

Organization Name

Compliancedashboard

Date Founded

2007

Company Location

United States

Company Website

www.compliancedashboard.net

Categories and Features

Categories and Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Popular Alternatives

Popular Alternatives

Phrontex Reviews & Ratings

Phrontex

Kesteven and Associates
Garradin Reviews & Ratings

Garradin

Bravura Solutions
OneAdvanced Legal Reviews & Ratings

OneAdvanced Legal

OneAdvanced