WealthWorks+
A Global Entity Management Solution Built for
Faster
One Cutting-Edge System
Advanced trust and corporate entity management software that looks after the administration and compliance of trusts, companies, partnerships, funds, foundations, individuals, estates and other complex wealth structures.
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.
Compare our software against your current solution
From on-boarding clients to reporting progress and performance,
WealthWorks+ is the comprehensive wealth management solution for entity management.
THE MOST ADVANCED WEALTH MANAGEMENT SOLUTION
WealthWorks+ gives you total control of how and where you access and manage your clients’ wealth. Our flexible solution is easily customised 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.
Find out how WealthWorks+ can transform the way you work.
Call us today on +44 (0)1444 401333
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Features
Advanced Web-Technology
WealthWorks+ is built using the most advanced and powerful web-framework to give you the freedom to work how you want, where you want.
Designed on a responsive, universal platform reducing user training needs and compatible to any device, including tablets and MACs.
Users don’t require a download to access all the functionality making the platform fully scalable to meet the demands of any size firm.
Pre-defined user roles eliminate lengthy pre-implementation consultation but customisable options for every user maximise every team member’s efficiency.
Built-in technical support makes it simple to access the help you need when you need it.
Entity Administration
WealthWorks+ manages UK and offshore trust types, limited company structures, FICs, Foundations, Limited Partnerships and more.
Entity on-boarding workflows with multi-level approval and multi-company, multi-funded, multi-currency and multi-manager functionality.
Complete CRM of entity relationships and intermediaries which update built-in organisational charts and relationship trees in real time.
Bulk assign addresses and registers for Directors, Secretaries, Trustees and Professional Advisors.
Capture data on all the required fields for the Trust Registration Service.
Dashboards and Reporting
Integrated role-based dashboards and accessible export options make it faster and simpler to get out the information you need from the data you put in.
Comprehensive AUM dashboards offer cross client portfolio analysis for cash, investments and asset holdings which can be drilled-down to transaction levels.
Manage WIP globally via the management dashboard including billed recoverability per client, search WIP across clients or report on time and billing at entity level.
Report on sub-funds and client groupings with the ability to look up reverse portfolios and income details.
Extensive exports and standard reports with user-definable options provide enhanced reporting and data surfacing options.
Company Secretarial
Along with standard registers WealthWorks+ has comprehensive company secretarial functionality to take care of all your company management requirements.
Maintain a complete history of corporate changes within the company registers along with all share activity within the full share registers and member ledgers.
Automate the completion and submission of statutory returns for a range of international jurisdictions including the Channel Islands and Gibraltar.
Straightforward generation of customisable minutes which are automatically linked to an entity meeting record.
Manage entity level sales and purchase ledgers with digital VAT return record-keeping and submission for UK registered entities.
Entity Governance
As confidentiality issues and compliance become increasingly crucial to entity management, WealthWorks+ will help manage your Anti-Money Laundering and global compliance obligations.
Compliance & Risk dashboard provides management reporting and monitoring for customer due diligence information, risk analysis & client reviews.
Capture data for the classification and registration requirements crucial to FATCA, CRS and DAC6 reporting.
Maintain AEOI reportable accounts for recording payments, balances and details of controlling persons to assist with CRS obligations.
Produce XML/XLS exports for CRS and FATCA in preparation for automatic submission.
