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We use cookies to make sure that our website works correctly and that you have the best experience possible. We also use cookies for some basic analytics, to help us improve the site. More info >
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YES, I WANT TO BOOK MY DEMO TODAY!
Find out how our wealth management system will make looking after the accounts, compliance and 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 wealth management software to future-proof your private wealth services.
Improve Services
Improve communication with intermediaries using the extensive CRM of entity relationships with built-in organisational charts and comprehensive admin records for trusts, companies, individuals, FICs 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.
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.
Save Time
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Our platform is the most comprehensive wealth management solution on the market capable of managing complex, multi-funded, multi-currency wealth structures.
Our software was built to manage private wealth
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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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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 private wealth management firms.
What others say
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thewealthworks
Isn't it time you took your wealth management to the next level?