Trusted Software Developers
Our History
Back in 1995 a group of three firms were looking for a Windows based trust accounting system to replace a DOS application. After searching the market and coming up short they decided to commission the software they needed and formed the company FinApps to do so.
The band of three consisted of a family office, an offshore trust company and a UK corporate trust company. The system they developed was called Troika after Tchaikovsky’s The Seasons: November (Troika). Word spread of the new system and in response to demand, Troika joined the commercial market in 1998.
In 2009 FinApps become thewealthworks and has continued to grow a global client base with customers as far reaching as Mauritius and Hong Kong.
Our Ethos
Leading Technology
Our development plan is based on the needs and feedback from industry professionals, just like yourself. For over two decades we have been developing and enhancing our software to become an internationally recognised provider of world-class wealth management software.
Our solution has the largest scope of wealth management functionality on the market and is designed to be flexible and easy to use to help optimise every aspect of your client services.
We work closely with our client base of accountants, solicitors, family offices, private client practitioners, trust companies, banks and other corporate trustees to make sure our software is the best solution for your business needs.
Our new platform, WealthWorks+, uses the latest, lightweight, responsive technology offering you the wealth management solution that is truly built for the future.
Premium Support
Just as you take pride in offering a personal service to your clients, here at thewealthworks we are proud of our customer service – providing you with a service that is both technical and personal.
We go above and beyond for our clients with a support team that combines rapid response times with top-level industry experience, including accountants and STEP members, to make sure you always get the most out of your system.
Support assistance is also built directly into WealthWorks+ making it simple and intuitive to quickly find the help you need.
We keep advancing our software so you can keep excelling at what you do.
After sales and customer support has been fantastic.
thewealthworks’ team are extremely friendly, committed and responsive
and we know we are dealing personally with people who really know their product and
what we need to get out of it.
Macfarlanes LLP
Our Clients
We have more than 500 users in locations all over the world including the UK, the Channel Islands, Ireland, Liechtenstein, Luxemburg, Netherlands, Switzerland, Malta, Monaco, the British Virgin Islands, Hong Kong, Singapore, Mauritius and South Africa.
Our software is truly scalable and we have customers that range from a single user to a global FTSE250 firm with 100s of users.
The personal relationship we have with our customers means we have long-standing clients who have put their trust in us since the original creation of the system.
Read our client testimonials to see why our customers put their trust in us.
Our clients normally come from three different markets; see how our software helps meet the different needs for:
Our Competition
The wealth management software market is very competitive, but with our software you know you will benefit from a system that strives to be better than the rest.
Compare our system against:
thewealthworks and the GDPR
thewealthworks has a long history of providing reliable and trustworthy systems for our customers. An integral part of this service is our commitment to privacy and how we protect personal data both as an organisation and as part of Troika Accounting and WealthWorks+.
Our customer relations and after-sales service is key to how we support our client base. We value customer trust; the protection of personal data and compliance with applicable privacy laws are key to what we do.
The majority of our client relationships define us as Data Processors, as opposed to Data Controllers and although both relationships may result in different obligations we approach both roles with equal rigour. We regularly review our privacy policy and have a number of internal policies which dictate how we process information. These standards are constantly subject to renewal and review so you can rest assured that we take this issue seriously.
To find out how our software assists with your GDPR obligations, take a look at our FAQs