WealthWorks+ for complex entity, trust and fiduciary administration.
WealthWorks+ is Octad's principal platform relationship and provides a connected environment for organisations managing entities, trusts, fiduciary structures, financial records and related administration.
WealthWorks+ is developed and owned by thewealthworks in the United Kingdom. Octad Solutions is the authorised implementation and support partner for Asia-Pacific.
One administration environment for connected structures and records.
WealthWorks+ is designed for organisations that need to maintain structured information across legal entities, trusts, fiduciary relationships and related financial and administrative records.
Rather than treating entity records, ownership, documents, compliance, accounting and administrative activity as completely separate areas, related information can be maintained within a connected operating environment.
The exact scope depends on the organisation, the modules licensed and the requirements agreed for the implementation.
Typical platform scope
Different administration functions working from connected information.
WealthWorks+ can support several areas of administration within the same platform. Available functionality depends on the licensed modules and the way the solution is configured.
Entity & Company Secretarial
Maintain legal entities, officers, shareholders, ownership information, statutory details, corporate actions and related governance records.
Trust & Fiduciary Administration
Maintain trusts, connected parties, fiduciary roles and related structure information within the broader client environment.
Accounting & Investments
Support financial and investment administration where the relevant WealthWorks+ modules are included in the licensed solution.
Compliance & Due Diligence
Maintain due diligence, review information, risk-related records and supporting evidence alongside client and structure data.
Time & Billing
Support time recording, work-in-progress, billing and related professional-service administration where the module is licensed.
Documents, Output & Integration
Connect documents and generated outputs with structured records and integrate the platform with wider systems where required.
The value comes from the relationship between the records.
An entity rarely exists in isolation. It may have shareholders, directors, trustees, beneficiaries, related entities, documents, financial information and compliance obligations. WealthWorks+ is designed to maintain those relationships in a structured and connected way.
Architecture can be aligned with the organisation's operating environment.
For regulated and privacy-sensitive organisations, deployment is part of the solution design rather than an afterthought.
WealthWorks+ can be considered within different infrastructure approaches, subject to the architecture agreed with thewealthworks and the client's own technology, security and governance requirements.
- On-premise deployment where internal infrastructure control is required.
- Hosted or cloud-based arrangements where appropriate to the agreed solution.
- Structured user access and role-based operating controls.
- Integration with other business systems where suitable interfaces form part of the agreed implementation.
- Deployment decisions aligned with security, confidentiality and data-governance requirements.
Why deployment flexibility matters
Fiduciary, trust, corporate and private wealth information can
be highly sensitive.
Some organisations prioritise direct infrastructure control.
Others prefer hosted environments and a different operational model.
The appropriate architecture should therefore follow the
organisation's security, governance and technical requirements.
Product ownership and regional delivery remain clearly separated.
thewealthworks owns and develops WealthWorks+. Octad provides the authorised regional interface for Asia-Pacific. The background to Octad itself is covered on the About page, so only the product-specific relationship is summarised here.
Solution Engagement
Octad supports regional discussions and helps communicate client requirements to the principal product team.
Implementation
Octad provides regional implementation capability to move WealthWorks+ from evaluation into operational use.
First-Line Support
Octad provides regional first-line support and continuity between the client environment and the principal software provider.
Determine whether the platform fits your requirements.
If you are evaluating WealthWorks+, replacing an existing administration platform or assessing whether your requirements fit the solution, we can discuss the relevant functionality and practical considerations.
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