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thewealthworks, UK Head Office

The Flour MillHigh Beeches LaneHandcross
Haywards Heath
West Sussex
GB

Telephone

01444 401333

Contact

Gill Pickworth
[email protected]

WealthWorks+ for Trust and Entity Administration

WealthWorks+ is the powerful solution for managing the admin and compliance of trusts, companies and other entities. Using advanced web-based technology the system is secure, lightweight and responsive giving you the flexibility to grow your business and meet global AML reporting obligations.

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Troika for Family Office and Private Wealth Management

Developed for a single family office client, Troika provides the exact functionality required by single or multi-family offices to manage HNWIs and UHNWIs. Troika is the essential core system for the daily operations of any family office and helps improve the service you offer to family members.

Troika for Probate and Court of Protection

Troika is the case management and accounting software for estates and Court of Protection matters. It is intuitive yet powerful enough to manage the most complex cases. It will help you reduce risk and save time with automatic accounts production and form completion (ie OPG102 & IHT400).