About WealthWorks+
WealthWorks+ is a modern, web-based entity management solution designed for organizations handling complex wealth structures such as trusts, companies, and funds.
WealthWorks+ Details
Vendor
thewealthworks
Year Launched
1995
Location
The Flour Mill, High Beeches Lane, Handcross, West Sussex RH17 6HQ, United Kingdom
Deployment
cloud, web browser
Training Options
videos, live online, in person, demo, account manager
Countries Served
All Countries
Languages
English
Users
Compliance Officers, Financial Advisors, Legal Professionals, Family Office Managers, Trust Administrators, Corporate Service Providers, Wealth Managers
Industries Served
Private Client Services, Legal Services, Family Offices, Corporate Services, Trust Services, Wealth Management, Financial Services
Tags
Investment Management, WealthWorks+, Financial Software, Trust Management, Entity Management, Wealth Management, Corporate Services, Compliance Software
WealthWorks+'s In-App Market Place
Does WealthWorks+ have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$)
Pros & Cons
- Accessible via web browser on any device without installation or technical setup complexity
- Scalable system supports both small teams and large enterprises without performance issues
- Modern and clean interface improves usability and reduces staff training time significantly
- Highly customizable roles and workflows adapt well to different organizational needs
- Provides centralized control of complex multi-entity structures across jurisdictions efficiently
- Primarily focused on niche wealth structures, limiting broader financial use cases
- Customization flexibility may increase implementation time for complex organizations
- Limited social proof and public reviews compared to more established competitors
- Learning curve for advanced customization features may require additional onboarding effort
- Dependence on vendor support may slow resolution for highly customized requirements