WealthWorks+

Across the trust, corporate services and wealth management sector, firms are facing increasing pressure to modernise, streamline operations and deliver a better experience for their people and clients. Yet many organisations feel caught between outdated legacy systems, complex migrations and a rapidly consolidating software market. There is now a better way. Join us for an

At thewealthworks, we value partners who bring insight, judgment, and a deep understanding of client needs. Octad Solutions, led by Jeevan Lal, Founder and Director, exemplifies this approach. With over 20 years of experience across the Asia Pacific region, Octad has been central to advancing WealthWorks+ adoption, ensuring the platform — built by thewealthworks —

Smarter workflows for smoother entity administration Workflows in WealthWorks+ are built from connected tasks, each with its own timings, warnings, deadlines, and assignees. When added to an entity, they provide a ready made structure that guides users through every stage of the process. Status indicators highlight what’s overdue, what’s due soon, and what’s still pending,

We’re excited to announce a new enhancement to WealthWorks+ that makes accessing your account easier and more secure: Sign in with Microsoft is now supported! This new feature allows users to authenticate using their existing Microsoft account — whether it’s a personal account or one provided by your workplace or school. By integrating Microsoft sign-in,

We’re excited to share that WealthWorks+ now includes a new Risk Assessment feature—designed to help you better understand and manage potential risks across your clients, entities, and contacts. This feature is easy to use and highly flexible. You can create your own set of questions, assign different levels of importance to each one, and let the system calculate an

Enhancing Compliance with Integrated Sanctions and PEP Screening in WealthWorks+ In today’s regulatory landscape, financial institutions and wealth management firms face increasing pressure to ensure robust compliance with anti-money laundering (AML), anti-bribery and corruption (ABC), and counter-terrorist financing (CFT) regulations. To support these efforts, our WealthWorks+ platform includes a powerful built-in feature that enables users to screen

Further Accounting features are available in this release of WealthWorks+ (4.18) allowing users to add and maintain asset and liability ledgers and post asset and liability transaction types. Asset and liability valuations can also be updated in this release. Add new asset ledgers to sub-funds Maintain existing asset ledgers  Add new liability ledgers to sub-funds

We have added more accounting features giving users the option to maintain their chart of accounts and the nominal account codes. Accounting transactions can also now be viewed and edited within WealthWorks+. New Features In common with previous releases the features are controlled within the permissions at Entity level and easily configurable for all users.

We are pleased to report that the development of the accounting features within WealthWorks+ has now begun. Work has begun on the features currently available within Troika to replace the data entry options with a web-based interface. This is a huge undertaking and will take some time, but the new system will be available for