Comprehensive Trust and Entity Management Solution for Company Secretaries & Trust Administrators

Unleash the Power of WealthWorks+ for Effortless Entity Management and Trust Administration

Simplify global entity management software and trust administration with WealthWorks+—a secure, multi-jurisdiction compliance and governance platform.

Built for legal teams, in-house company secretaries, corporate service providers, family offices, law firms, and government-linked companies (GLCs), WealthWorks+ streamlines incorporations, statutory filings, trust accounting, and regulatory reporting. From FATCA and CRS compliance to ACRA, SSM, Labuan FSA, HK CR, and ASIC requirements, our entity and trust management software ensures accuracy, real-time oversight, and adherence to international standards.

Designed to scale with complex wealth structures, WealthWorks+ combines corporate secretarial software, trust management tools, and regulatory compliance features — empowering you to deliver efficiency, transparency, and stronger client service.

Entity & Trust Management Dashboards with Compliance Reporting

Turn complex entity and trust data into actionable insights with WealthWorks+. Our entity management software delivers KPI dashboards, compliance reporting, and customizable insights for corporate secretaries, trust admins, and family offices across ACRA, SSM, Labuan FSA, HKCR, ASIC...

Entity and Trust Administration Dashboard

Entity and Trust, Family office Administration Dashboard

Multi-Jurisdictional Entity Management Software for Compliance & Governance

Streamline global entity and wealth management with WealthWorks+—an all-in-one entity management software and governance platform. Effortlessly manage statutory records, share registers, trust structures, filings, and legal agreements—automated alerts and compliance for APAC and beyond.

ACRA, SSM, HK CR, Officers, Directors Management

Streamlined Time Tracking and Billing for Corporate and Professional Services

Accurately Track Billable Hours and Automate Invoicing with Integrated Time and Billing Tools - Easily record time with flexible entry options, manage recurring tasks, and apply user-defined billing rates. WW+ integrated time tracking and billing module helps legal teams, company secretaries, and professional service firms streamline Work-in-Progress (WIP) tracking, generate compliant invoices, and produce detailed financial reports – all within a single platform.

Practice management for Familly Office and Trust Administration

Accurate Accounting for Trusts, Family Offices, and Holding Companies

Ensure transparent, compliant bookkeeping with Wealthworks+ trust accounting software—built for family offices, holding companies, GLCs, and CSPs. Manage general ledger, multi-currency, intercompany transactions, automated journals, and financial reporting—all within a scalable entity management software platform.

Client Accounts and in-house accounts management

Family Office and Trust Administration Investment portfolio Management

Comprehensive reporting for Asset and investment management for Holding companies

Asset and investment management for Holding companies

Client accounting - in-house client accounting for Family office and Trust management

Billing and accounting - in-house client accounting for Family office and Trust management

Effortless real-time global compliance in one platform.

Achieve real-time, multi-jurisdiction compliance with Octad’s entity management software. WealthWorks+ automates statutory filings, UBO/CRS/ FATCA reporting and runs audit-ready compliance across ACRA, SSM, Labuan FSA, HKCR, and ASIC—all in one secure platform.

dashboard showing Entity and Trust Administration management and analytics in a fintech platform

AEOI - Dashboard - Analytical Report view - Corporate Governance reporting

Experience the Efficiency of WealthWorks+

Our platform enables company secretaries, trust administrators, and governance professionals to manage entities, trusts, and family office structures with ease. From automated workflows and secure client communication to real-time reporting and global compliance coverage, WealthWorks+ is built to elevate your service delivery across jurisdictions. Backed by trusted technical partners, it’s the smart way to streamline administration and stay ahead of regulatory demands.

Ready to unlock the full potential of WealthWorks+? Contact us today to schedule a personalized demo and discover how our solutions can transform your entity and trust administration practice.

Global Entity & Trust Management Software -WealthWorks+

Entity and Trust Management Software for Company Secretaries and Trust Admins