Testimonials

thewealthworks is more than a software provider, but don’t just take our word for it

Let our case studies show you exactly how we’re able to offer flexible, long-term solutions that meet your needs.

We are proud to be working for some very prestigious, well-known organisations and to be able to feature them on our website.

However, due to the confidential nature of some of our client’s businesses, full client listings can only be supplied on request and you may need to sign a confidentiality agreement.

Client: Macfarlanes LLP
Product: Troika Accounting and WealthWorks+

City based law firm, Macfarlanes, is a Top 50 practice with 81 partners and around 350 other lawyers, making them one of the leading law firms in the City.

Client: Penningtons Manches Cooper
Product: Troika Accounting

Penningtons Manches Cooper is a 115 partner law firm with offices in London, Cambridge, Hampshire and Surrey. They are recognised as having one of the top private client teams in the UK and specialise in the creation and management of trusts.

Client: Parish Group Limited
Product: Troika Accounting and WealthWorks+ for Fiduciary and Corporate Services

Parish Group Limited is a Corporate and Trust Services Provider based in Guernsey, specialising in international company and trust administration along with private client work. The business was established in 2010 by Arran and Charlotte Grisley.

Client: Case Study for a Family Office (identity protected to maintain confidentiality)
Product: Troika Accounting for Family Office Services

Operating since the 1950s, this family office was formed initially from the bookkeeping and management team of a large family-owned trading company, after flotation (and eventual sale), the back office function was retained. They carried on providing information for the family members of the company and they also, unusually, created a separate offshore office. Several years and a few generations later, this modern family office provides a range of services to now fairly disparate family members.

Client: Bell Tower (name changed for confidentiality)
Product: Troika Accounting

Bell Tower is a firm of lawyers with a substantial private client department providing a range of investment services.For Bell Tower, taking administration of the OEIC in-house was partly for control and partly for quality of service. They wanted to improve the range and timing of reporting to shareholders. But also take control over dramatically increasing outsourcing overheads. With the change in economic climate, cost savings became increasingly relevant, particularly for OEICs below £50m in value.