WealthWorks+
WealthWorks+ is an advanced software solution designed for effective management of trusts, companies, partnerships, and other complex wealth structures. With customizable features, role-based dashboards, and streamlined export options, it empowers organizations to efficiently administer and ensure compliance for their clients' assets, adapting to evolving needs with cutting-edge technology.
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Top WealthWorks+ Features
- Customizable user interface
- Role-based dashboards
- Real-time data access
- Advanced compliance tools
- Integrated reporting capabilities
- Multi-currency support
- Secure cloud storage
- Client portal access
- Automated workflow management
- Comprehensive trust management
- Estate planning tools
- Centralized document repository
- Third-party integration options
- Performance analytics dashboard
- User-friendly mobile access
- Customizable client notifications
- Data encryption security features
- Visual financial modeling tools
- Audit trail functionality
- Streamlined billing processes
