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YES, I WANT TO BOOK MY DEMO TODAY!
Find out how our accounting system will make looking after all your fiduciary responsibilities simple without compromising on functionality.
Book Your Software Demo Today
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Built-in dashboards and alerts make it simple to see all the investments and assets you manage globally or for specific client groups.
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Book your demo today of our advanced entity management software to future-proof your fiduciary services.
Improve Services
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Improve communication with intermediaries using the extensive CRM of entity relationships with built-in organisational charts and comprehensive admin records for trusts, companies, foundations and more.
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Stay Compliant
Capture and report on compliance data required for your global AML obligations under DAC6 and the AEOI (FATCA/CRS) with the ability to export to XML in preparation for automated submission.
Save Time
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Automate many daily tasks including dividend batches, interest calculations and other repeating transactions along with the ability to automatically import banking transactions, price feeds, FX rates, and investment details.
Our platform is the most complete solution for fiduciary services on the market capable of managing complex, multi-funded, multi-currency entities. With integrated multi-jurisdictional practice management capabilities including time & billing options with flexible and user definable fee calculations.
Our software was built for fiduciary management
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Macfarlanes
Piers Barclay
It has certainly enhanced our service to clients and we are anticipating increasing efficiencies in the future as we expand our use of the software.
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Parish Group
Arran Grisley
We needed a first class client relationship database, accounting, invoicing and billing along with electronic document storage all in one package. thewealthworks' solution ticks all these boxes.
Find out why our software is trusted by top fiduciary and corporate service providers across the globe.
What others say
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thewealthworks
Isn't it time you took your fiduciary management system to the next level?