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.

Have a question regarding Wealthworks+?

Contact Wealthworks+ directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.

Close

Contact the Wealthworks+ team directly for assistance or to arrange a conversation by entering your details below.

Few more questions...

Close

How it works:

Our team at Simple confidentially handles your personal details to facilitate an anonymous evaluation on your behalf. Submit your information below for a discreet exploration of potential fit by Simple’s team.

Few more questions...

Products and services

Troika: a Windows-based trust accounting system.

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.

Wealthworks+ Reviews

Sign in to read or leave reviews for Wealthworks+

Gain insight from real user feedback to guide your decisions or share your experiences and help shape the future of Wealthworks+.

Simple solutions for complex times.