Wealthworks+

Family offices managing multi-entity structures across multiple jurisdictions face a persistent administrative burden: maintaining accurate records across trusts, companies, foundations, and portfolios while meeting AML, FATCA, CRS, and DAC6 obligations simultaneously. WealthWorks addresses this directly through two products built specifically for that environment: WealthWorks+, a browser-based administration platform, and Troika Accounting, a trust and estate accounting system with over two decades of use among law firms, accountants, trust companies, and family offices.

For a family office team, the practical workflow spans entity administration, compliance tracking, and accounting within the same system rather than across disconnected tools. WealthWorks+ automatically generates organisation charts and relationship trees as registers are populated, which reduces manual reconciliation when reporting on complex ownership structures. Troika Accounting handles multi-funded trusts, multi-currency portfolios, and corporate actions such as demergers and takeovers, with integrated Capital Gains Tax calculations that update when accounting transactions are posted.

Specific capabilities relevant to family office operations include:

• Sanctions and PEP screening integrated directly into the platform
• Risk assessment tools with configurable weighted-question scoring
• AEOI data capture with XML export for FATCA and CRS submissions
• Automated price feeds, FX rates, and dividend processing
• Integration with Digita for individual income tax return preparation
• Microsoft Entra ID authentication and optional two-factor login

The platform serves single family offices, multi-family offices, and concierge-style wealth managers. Regional support is available through Octad Solutions in Singapore for Asia-Pacific clients and Futurvation Consulting in the British Virgin Islands for Caribbean markets. Pricing is not disclosed publicly, and the platform appears oriented toward trust and corporate service environments rather than pure investment management shops seeking execution or deep portfolio analytics.