Philip Scrase

thewealthworks Limited

We are the developers of WealthWorks+, a new platform for managing trusts, wealth structures and other entities designed for private client practitioners, trust managers, fiduciary and corporate services providers, family offices and other financial institutions. Our system originally started life in 1995 as a trust accounting system called Troika. The software has been continually developed to help meet the evolving demands of the wealth management industry. Now with the rapid changes in technology our software is evolving into WealthWorks+, a responsive, dynamic and agile system built for the future of trust and entity management. Our global client base includes Top 100 law firms and accountants, family offices, banks, and offshore fiduciary and corporate services providers, including a FTSE250 company. thewealthworks are also proud to offer a service that is both technical and personal. Our UK-based highly qualified support team are on hand to assist users with any issues and we host an Annual User Group Conference so we can listen to our clients to help guide the software's development. This ensures that new features not only take into account updates to legislative obligations but also to the enhancements requests from our users. WealthWorks+ The New Formula for Wealth Management Software