WealthWorks+ Logo

A Global Wealth Management Solution Built for

Faster

The WealthWorks+ F1 Car

One Comprehensive Solution

For wealth management and the accounting, administration & compliance for trusts, funds, partnerships, companies, foundations, estates and deputyships


Notice: Undefined variable: ub in /var/www/vhosts/thewealthworks.com/httpdocs/wp-content/plugins/Ultimate_VC_Addons/modules/ultimate_functions.php on line 228

Notice: Undefined variable: ub in /var/www/vhosts/thewealthworks.com/httpdocs/wp-content/plugins/Ultimate_VC_Addons/modules/ultimate_functions.php on line 240

Designed for:

Fiduciary Management

Private, public and managed trust companies and administrators

Private Client Providers

Accountancy, legal and financial advisory firms offering private client services

Family Offices

Single and multi-family offices and private wealth management firms

Corporate Services Providers

Corporate managers, private equity administrators and company secretaries

Investment Companies

Investment and fund managers and administrators

thewealthworks-quote-mark

“Exceptionally clean and user-friendly. It’s like nothing else on the market”

Fully responsive dashboards and reporting options that are accessible on any device and on any browser

Built with the most advanced web-based technology offering expansive scalability from 2 to 2,000 users

Pre-defined roles for faster implementation or extensive customisation to meet the demands of any organisation

Integrated support and knowledge base managed by a highly skilled rapid response UK-based team

From on-boarding clients to reporting progress and performance,
WealthWorks+ is a comprehensive global wealth management solution

Greater control over your multi-entity, multi-jurisdiction practice management

Improve your compliance with dynamic CDD and KYC alerts

Find out how WealthWorks+ can transform the way you work
Call us today on +44 (0‌‌‌)1444 401333

Or complete the form below for more information

Your Name (required)


Your Email (required)

#

WealthWorks+ logo

The most advance wealth management solution

WealthWorks+ is built using the most advanced and powerful web-framework to give you total control of how and where you access and manage your clients’ wealth. Our flexible solution is easily customisable to fit the needs of any size organisation and the cutting-edge design means the system will always stay up to date with the latest advancements so you can have confidence that your software will always be state-of-the-art

Key Features Include

Find out how Troika can work for you by working with you

Call us today on +44 (0‌‌‌)1444 401333 to see for yourself what a difference it can make