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
Company Details
Company:
Octad Solutions
Year Founded:
2019
Website:
octadsolutions.com
Media
Recommended Products
Product Details
Platforms
SaaS
Windows
Chromebook
On-Premises
Type of Training
Documentation
Live Online
In Person
Videos
Customer Support
Phone Support
Online