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thewealthworks Limited

Software Sales, SaaS, Database Management

Who we are

We are a software development house specialising in wealth management and private client solutions.

Founded in 1995 after being commissioned to create a trust accounting system for a family office, an offshore trust company and a UK corporate trust company. We are committed to providing our clients with high quality support while continually developing our software to ensure it remains the most comprehensive solution on the market for trust and entity management.

From our humble beginnings over two decades ago we now have a global client base.

What we do

We develop a trust and corporate entity management software system, that offers two applications which seamlessly integrate with one database:

WealthWorks+, a trust and entity administration solution built using the latest technology. It can be easily accessed using any device and has extensive functionality for the day-to-day administration and compliance requirements of trusts, corporate entities, and other wealth structures.

Troika Trust Accounting, the most comprehensive trust accounting software system on the market and is the only system that offers sub-fund accounting. Troika also has a probate module for managing probate and estate administration.

Who we do it for

Our software is trusted by top ranking law firms and accountants as well as family offices, banks and trust companies, including a global FTSE250 firm. Our client base is predominantly in the UK and the Channel Islands, but is as far reaching as Mauritius and Hong Kong.