thewealthworks is more than a software provider, but don't just take our word for it. Let our case studies show you exactly how we're able to offer flexible, long-term solutions that meet your needs.
Our systems are in use by hundreds of users at over 40 client sites based in the United Kingdom, Ireland, Jersey, Guernsey, Alderney, Isle of Man, Malta, British Virgin Islands, Liechtenstein and the Cayman Islands. The size of the systems range from two to 150 users.
Our clients include many prestigious and well-known organisations, however due to the confidential nature of some of these businesses, full client listings can only be supplied on request.
The following clients work closely with us and we are proud to feature them on our website.
There are currently five different family offices using Troika. We know the importance of confidentiality, so for this example we've changed the name, however all other details are accurate. References are available on application, but we may well ask you to sign a confidentiality agreement before giving any contact details.
Based in Jersey, Dominion Corporate Group (DCG) have a corporate client base and provide a very different range of services to the traditional trust company. We have been working with them since 2003.
Blick Rothenberg is a leading firm of chartered accountants with particular experience in UK trusts and high net worth individuals. They pride themselves on building long-term relationships with their clients and, as a supplier, we share many of their values. Our relationship with them dates back to 1995.
In this example our client, a firm of lawyers, has asked us to change their name for reasons of confidentiality. However all the information contained in the case study has been agreed and they can be contacted on application.
