Wealthworks+

An 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.

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Products and services

Troika: a Windows-based trust accounting system.

Wealth Works

Category

Portfolio Management

Country

United Kingdom

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About the business

Wealthworks+ are the developers of Troika: essential software for wealth management professionals and private client practitioners.

History

In 1995, a group of three firms were looking for a Windows-based trust accounting system to replace a DOS application. After searching the market and coming up short they decided to commission the software they needed and formed the company FinApps to do so. The band of three consisted of a family office, an offshore trust company and a UK corporate trust company. The system they developed was called Troika after Tchaikovsky’s The Seasons: November (Troika).

About the owners and the team

Formed by a family office, an offshore trust company and a UK corporate trust company.

Simple solutions for complex times.