Solutions for global entity, trust and governance operations.
WealthWorks+ supports fiduciary, corporate service, family office and governance teams with structured tools for entity management, trust administration, accounting, compliance, billing and document control across complex multi-jurisdiction structures.
WealthWorks+ is developed by The Wealth Works in the United Kingdom. Octad Solutions is the authorised WealthWorks+ implementation and support partner for Asia-Pacific.
One system of record for complex administration.
WealthWorks+ brings key fiduciary, entity and governance records into one structured environment. It helps teams reduce reliance on manual records, email-driven follow-up, shared folders and disconnected legacy tools while improving visibility across structures, jurisdictions and operating teams.
The platform is designed to support a wide range of structures, including companies, trusts, foundations, partnerships, funds, private wealth structures and related ownership arrangements.
What Octad Adds
Octad provides authorised regional delivery for APAC clients. We help scope requirements, prepare data, configure workflows, support migration, train users and provide first-line implementation support after go-live.
Core Functional Pillars
The strength of WealthWorks+ is not one isolated module. It is the ability to manage several connected administration functions from a single operating platform.
Company Secretarial
Maintain entity records, officers, shareholders, statutory details, registers and corporate actions in a structured environment.
Trust Accounting
Support trust, client and in-house accounting requirements, including structured financial records and reporting workflows.
Compliance & AEOI
Support risk records, compliance tracking and FATCA / CRS-style reporting requirements where relevant to the client environment.
Time & Billing
Manage time recording, work-in-progress, recoverability and client billing processes for professional administration teams.
Document Store
Centralise key documents, supporting records and controlled access to sensitive information across teams and structures.
Statutory Registers
Maintain statutory registers, beneficial ownership records, controllers, officers and related governance information.
Capability
From scattered records to controlled visibility.
WealthWorks+ helps bring entity, trust, accounting, compliance and document records into one connected view, making reporting, oversight and operational control more manageable across global structures.
Deployment options for regulated environments.
Regulated organisations need confidence in where systems are hosted, how access is managed and how sensitive fiduciary data is controlled. WealthWorks+ supports flexible deployment options that can be aligned with client infrastructure, IT governance and operating requirements.
- On-premise readiness: suitable for organisations that prefer internal infrastructure control.
- Cloud deployment: can support controlled cloud environments, subject to client and principal technical requirements.
- Access control: supports structured user access and role-based operating models.
- Audit support: helps maintain traceability across records, tasks and operational activity.
Data sovereignty matters.
For fiduciary, trust and governance teams, system architecture is not just a technical matter. It affects confidentiality, operational control, auditability and stakeholder confidence.
A practical phased roadmap.
Octad’s role is to make implementation realistic for APAC clients. We help clients move from evaluation to deployment through a structured process that covers requirements, migration, user testing, training and go-live support.
Diagnostic
Understand structures, jurisdictions, users, legacy systems, pain points and implementation priorities.
Configuration
Configure WealthWorks+ around agreed workflows, access roles, data structures and operating requirements.
UAT & Training
Support user acceptance testing, refine configuration and train administration, compliance and governance teams.
Go-Live
Support cutover, stabilisation, issue handling and first-line regional assistance after launch.
Built on long-standing fiduciary technology expertise.
WealthWorks+ is developed and owned by The Wealth Works in the United Kingdom and is built on long-standing experience in trust, wealth and corporate administration technology.
Octad Solutions is the authorised WealthWorks+ implementation and support partner for Asia-Pacific, supporting clients across Singapore, Malaysia, Labuan, Hong Kong and the wider region.
Discuss your operating requirements.
If your organisation is evaluating WealthWorks+ or considering a move from manual records, legacy systems or fragmented administration tools, Octad can help you assess the right implementation path.
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