WealthWorks+ Description
WealthWorks+ is a sophisticated software solution designed for the effective management and oversight of trusts, corporations, partnerships, funds, foundations, individuals, estates, and other intricate wealth arrangements, ensuring adherence to administrative and compliance standards. This platform empowers you with complete control over the management and access of your clients' financial assets. Its adaptable framework allows for customization to accommodate organizations of all sizes, while its innovative design guarantees that the system remains current with the latest technological advancements, providing you with confidence in a top-tier software experience. The inclusion of integrated, role-specific dashboards and user-friendly export options streamlines the process of retrieving essential information from the input data, enhancing efficiency and productivity. Additionally, the software's continuous updates ensure that users benefit from the latest features and improvements in wealth management technology.
WealthWorks+ Alternatives
Nexo is a premier digital assets wealth platform designed to empower clients to grow, manage, and preserve their crypto holdings. Our mission is to lead the next generation of wealth creation by focusing on customer success and delivering tailored solutions that build enduring value, supported by 24/7 client care.
At Nexo, we understand that building wealth isn’t one-size-fits-all. That’s why we give you the power to choose how your assets grow. Whether you value flexibility or want to lock in higher returns, Nexo puts your goals in your hands.
Earn daily compounding interest on your crypto and stablecoins with Flexible Savings. Spend, trade or withdraw them anytime, while you enjoy up to 14% annual interest.
Go for the long-term and earn as high as 16% annual interest with Fixed-term Savings.
Your crypto deserves to grow alongside your ambitions.
At Nexo, we also believe in empowering you to make the most of your portfolio. Why sell your digital assets and miss on gains, when you can leverage them?
With Nexo’s crypto Credit Line, you can unlock liquidity without selling a single coin. Grow your buying power and enjoy rates as low as 2.9%.
Build your wealth, your way with Nexo.
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Multi-Entity Accounting Built for Growth
Gravity Software is a modern, cloud-native accounting platform designed for companies that have outgrown basic solutions like QuickBooks or outdated legacy software such as Sage 50.
Built on the Microsoft Power Platform (Dynamics 365), Gravity combines robust financial management tools with enterprise-level scalability — without the high cost or complexity of traditional ERP systems.
🎈 Multi-entity and multi-location accounting
🎈 Power BI reporting and real-time dashboards
🎈 AP automation and multi-level approvals
🎈 Full visibility across business entities
🎈 Unified platform for financials, sales, and operations
Trusted by organizations across real estate, family offices, healthcare, hospitality, professional services, and nonprofits, Gravity Software helps growing companies gain control, reduce inefficiencies, and scale with confidence.
👉 Explore more at gogravity.com
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enVisual360
enVisual360, the first module-based wealth management suite, that can be licensed module by module. This means you only need to license what you use when you need it. enVisual can be scaled to fit your business size and budget. enVisual will immediately deliver productivity and ROI. Create your own system! This system is designed expressly for wealth management companies and is immediately fit for purpose. Unlike other products on the market enVisual360 doesn't require expensive customisation and consultancy to be implemented. enVisual360 was designed by wealth professionals for wealth professionals. It delivers productivity and lowers client administration costs, especially in relation to ever-increasing compliance requirements. The system is simple to use and includes simple data import/export functionality further adding to productivity. enVisual360 offers a range of fully integrated core modules that are scalable, affordable and simple to implement.
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Garradin
Optimize every facet of your back-office operations with Garradin, Bravura’s all-encompassing solution for private wealth and portfolio administration, which empowers you to oversee all your administrative and reporting requirements through one unified system. As a top-tier private wealth and portfolio administration tool, Garradin is specifically designed to cater to the varied administration demands of multiple investment vehicles, such as retail and wholesale wealth management, trusts and estates, SMSFs, managed accounts, fund accounting, and taxation. With its foundation on an open and scalable architecture, Garradin offers a modular and easily customizable framework that provides extraordinary flexibility and operational efficiency, aiding in your business's expansion. By integrating your systems into one platform, your organization can establish a forward-looking foundation that prioritizes improving customer satisfaction, business performance, and compliance measures. The Garradin platform not only streamlines your operations but also positions you to leverage the most comprehensive private wealth management solution available today, ultimately fostering a more robust and future-ready business environment.
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Integrations
No Integrations at this time
Company Details
Company:
WealthWorks
Year Founded:
1995
Headquarters:
United Kingdom
Website:
thewealthworks.com/wwplus/
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Product Details
Platforms
Web-Based
Customer Support
Business Hours
Online Support
WealthWorks+ Features and Options
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