WealthWorks+: Institutional Ecosystem
Providing the integrated technology bridge for Global Fiduciary and Corporate Service Providers.
Integrated SQL Architecture
WealthWorks+ is a platform-independent, web-native ecosystem designed to synchronize your entire operation. By entering and storing data in real-time through a single, secure SQL database, we eliminate information silos.
Innovative Web Interface
A modern paradigm where complex data points are portrayed through intuitive visualizations and responsive dashboards.
Core Functional Pillars
Company Secretarial
Managed entity records with automated statutory form generation.
Trust Accounting
Troika-powered full double-entry accounting with flexible COA.
Compliance & AEOI
Centralized risk assessment with FATCA and OECD CRS reporting.
Time & Billing
Effortless management of WIP, recoverability, and profitability.
Document Store
Role-Based Access Control ensuring secure data distribution.
Statutory Registers
Real-time maintenance of Beneficial Owners and Controllers.
Your Infrastructure. Your Security.
WealthWorks+ is architected for maximum deployment flexibility, ensuring your fiduciary data never leaves your sphere of control.
On-Premise Readiness: Deploy directly behind your in-house security blanket.
Cloud Agnostic: Fully compatible with Azure, AWS, or Private Cloud.
Institutional Integrity
"Technology should never force a compromise on confidentiality. We provide the end-to-end security measures required by global financial institutions."
A Scalable Phased Roadmap
Diagnostic
Identifying legacy friction points and scope.
Architecture
Business Requirement Studies and configuration.
UAT & Training
User testing and customized training packages.
Go-Live
Precision data rescue and live transition.