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thewealthworks, UK Office Head Office

The Flour MillHigh Beeches LaneHandcross
Haywards Heath
West Sussex

Telephone

01444 401333

Contact

Gill Pickworth
[email protected]

Profile

We are a software development house specialising in wealth management and private client solutions. Our trust and entity management software offers two applications which seamlessly integrate with one database.

WealthWorks+: a trust and entity administration solution built using the latest technology.

Troika Trust Accounting: the most comprehensive trust accounting system on the market.

History

The company was founded in 1995 after being commissioned to create a trust accounting system for a family office, an offshore trust company and a UK corporate trust company. We now have a global client base and our software is trusted by top ranking law firms and accountants as well as family offices, banks and trust companies, including a global FTSE250 firm.

Focus

We are committed to providing our clients with high quality support while continually developing our software to ensure it remains the most comprehensive solution on the market for trust and entity management.

Goals

We needed a first class client relationship database, accounting, invoicing and billing along with electronic document storage all in one package. The software ticks all these boxes. The support behind the software is first class and since they installed the system they have provided ongoing support which has been exceptional.
Arran Grisley, Managing Director
Parish Group Ltd