WealthWorks+

WealthWorks+

WealthWorks
+
+

Related Products

  • Nexo
    16,425 Ratings
    Visit Website
  • FreshBooks
    5,454 Ratings
    Visit Website
  • Wallester
    264 Ratings
    Visit Website
  • Dragonfly
    16 Ratings
    Visit Website
  • Gr4vy
    5 Ratings
    Visit Website
  • Plaid
    131 Ratings
    Visit Website
  • CLEAR
    1 Rating
    Visit Website
  • Vantaca
    344 Ratings
    Visit Website
  • Imorgon
    5 Ratings
    Visit Website
  • Kognition
    2 Ratings
    Visit Website

About

We deliver wealth, as a service. Expand or modernize your wealth management delivery with a sophisticated platform that embeds seamlessly into your enterprise. Enabling modern wealth management delivery. From modernizing legacy programs to launching them for the first time, OneVest helps you get to market faster. Embed wealth services into your platform and get up-and-running without the overhead. Offer a modern customer experience and upgrade your infrastructure with an end-to-end platform. Deliver a modern wealth management experience to your customers by embedding OneVest services into your applications. Our developer-friendly API allows you to create a customized wealth management experience. Leverage OneVest's wealth platform as your own without needing to build it all yourself. Showcase your brand with web and mobile apps that allow you to get to market quickly and effortlessly. Seamlessly deliver wealth management in conjunction with your existing back office.

About

Advanced trust and corporate entity management software that looks after the administration and compliance of trusts, companies, partnerships, funds, foundations, individuals, estates and other complex wealth structures. WealthWorks+ gives you total control of how and where you access and manage your clients’ wealth. Our flexible solution is easily customised to fit the needs of any size organisation and the cutting-edge design means the system will always stay up to date with the latest advancements so you can have confidence that your software will always be state-of-the-art. Integrated role-based dashboards and accessible export options make it faster and simpler to get out the information you need from the data you put in.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies and organizations searching for a solution to expand or modernize their wealth management delivery

Audience

Businesses looking for a powerful Entity Management solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

OneVest
Canada
www.onevest.com

Company Information

WealthWorks
Founded: 1995
United Kingdom
thewealthworks.com/wwplus/

Alternatives

Alternatives

Contemi Wealth Intelligence

Contemi Wealth Intelligence

Contemi Solutions
Garradin

Garradin

Bravura Solutions
MoneyWare

MoneyWare

Miles Software (EbixCash)
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
Summit

Summit

Summit Wealth Systems

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim OneVest and update features and information
Claim OneVest and update features and information
Claim WealthWorks+ and update features and information
Claim WealthWorks+ and update features and information