WealthWorks+ Description

A wealth management solution that is fully customized to meet your business's specific needs. Our application is designed for all levels of management and provides comprehensive tools to manage administration and compliance of individuals, partnerships, companies, and other complex structure.

Integrations

No Integrations at this time

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Company Details

Company:
Octad Solutions
Year Founded:
2019
Website:
octadsolutions.com

Media

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Product Details

Platforms
SaaS
Windows
Chromebook
On-Premises
Type of Training
Documentation
Live Online
In Person
Videos
Customer Support
Phone Support
Online

WealthWorks+ Features and Options

Company Secretarial Software

Annual Filings
Archiving & Retention
Company Formation
Company Register
Dividend Administration
Document Templates
Important Dates Reminders
Multi-Company
Officer Management
Shareholder Management