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YES, I WANT TO BOOK MY DEMO TODAY!
Find out how our trust management system will make looking after the accounts and trust administration 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 alongside key details for all your clients or groups of clients.
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Book your demo today of our advanced trust management software to future-proof your private client services.
Improve Services
Use the extensive CRM to record all your trust details including associated intermediaries and see org charts and relationship trees update in real-time.
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Stay Compliant
Capture and report on compliance data required for your global AML obligations under DAC6, the AEOI (FATCA/CRS) and the HMRC's Trust Registration Service.
Save Time
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Produce STEP compliant trust accounts in just 2 minutes and automate many daily tasks and repeating transactions, such as posting dividends, income and bank interest.
Our platform is the most comprehensive trust management solution on the market and is the only one that can manage complex and multi-funded trusts as simply as single-fund trusts.
Our software was built to manage trusts
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Macfarlanes
Piers Barclay
The software provided a new level of performance and functionality for trust accounting and asset management and reporting.
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 Penningtons Manches LLP
Lesley Lintott
We need the very best of breed software to support this specialist area of work and thewealthworks’ Troika product has passed all the rigorous tests we have provided for it.
Find out why our software is trusted by top legal and accountancy firms.
What others say
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thewealthworks
Isn't it time you took your trust management to the next level?