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.
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CCH Company Secretarial
CCH Company Secretarial will efficiently manage the statutory requirements of your clients. All your company secretarial needs can be managed in a comprehensive cloud solution. CCH Company Secretarial software makes the entire process of company secretarial as efficient and quick as possible, from preparing and filing confirmation letters to resigning and making new appointments. Companies House allows you to upload company details without having to re-key. Each staff member can have access rights. There is no limit to the number of users. It is easy to add and update information using the browser-based interface. Access your information from any device, desktop or mobile, including tablets. Secure cloud library contains signed minutes and other company documents. Every company you create using our corporate secretary software will be automatically added to the Companies House database.
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WealthWorks+
Advanced trust and corporate entity management software. It manages trusts, companies and partnerships, funds, foundations and individuals. WealthWorks+ allows you to control how and where your clients access and manage their wealth. The system can be easily customized to meet the needs of any organization. It also features the most recent advancements, so you can rest assured that your software is always up-to-date. Accessible export options and integrated role-based dashboards make it easier to find the information you need faster.
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HETIKUS
Our platform makes it easy for companies have a corporate governance structure that is compliant with regulations, holds them accountable, and makes decisions that benefit their stakeholders. A comprehensive governance management platform that automates and ensures compliance, helps them keep track of their progress, and provides a way for them to keep track of what they are doing. Every business decision has an impact on the outside world. We believe in helping clients make wise business decisions and helping them do the same. There is no need to hide your intentions when you do things right. We are passionate about simplicity, clarity, and openness. We recognize the importance of individual contributions and strive to deliver outstanding results every time. We are proud of our work, and our colleagues. We learn from setbacks and grow from them.
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Integrations
No Integrations at this time
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
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