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.
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.
Our clients normally come from three different markets; see how our software helps meet the different needs for: