A FULLY INTEGRATED PLATFORM TO TAKE CARE OF YOUR CLIENTS' TRUST AND COMPANY ADMINISTRATION

Our WealthEeze Platform is a unique administration platform for trusts and companies, aligning the legal, administrative and accounting interactions.

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The Wealtheeze Platform is a cloud-based software-as-a-service solution for trust and company management. The platform has been developed in conjunction with the foremost experts to address the specific needs of trust and company compliance and management in the modern fiduciary world and to bring the necessary tools and functionality required into a single environment. The core focus of the platform is the delivery of a cost-effective but highly efficient method of managing multiple trusts and companies, using a fully integrated platform. 

After much research, the group was established in 2014 and work began on developing a bespoke platform. The group expanded into the international trust and company market with offices established in the Isle of Man, US and Caribbean. Over the last eighteen months the group has been involved with Isle of Man based development partnerships with local Trust and Corporate Service Providers (TCSP’s) to tailor the platform for their market. 

The system is the first in the world to integrate all functions and roles on one platform to achieve compliance and efficiency. No other system causes the accounting information to be created as a trust’s or company’s compliance and administration is done. It aims to provide a one-stop solution to service providers when performing their duties. The Wealtheeze Platform can function as a 100% standalone system with no need to subscribe for any additional services with other service providers, but it can also work alongside other systems which service providers already use in their organisations.

In line with the focus on remote work since the Covid 19 pandemic, the platform is perfectly positioned to enable seamless participation of the entire team.

The benefits of using the Wealtheeze Platform:

  • Especially designed for Trust and Corporate Service Providers (TCSP’s)
  • Cloud-based, no software to install behind your corporate firewall
  • ISO 27001 compliant
  • Fully integrated functionality
  • Horizontally and vertically scalable
  • No set-up costs
  • Easy data upload
  • Own data hosting
  • Integration layers build in to ease on-going integration with other systems
  • Real-time functionality
  • System automatically creates financial statements based on entity management
  • The platform creates administration efficiency
  • Flexibility to tailor to service provider’s own processes and requirements
  • Transparency for all stakeholders
  • Time recording and reporting to track staff productivity and to use for billing
  • Cost-effective – charges are based on the number of entities and not the number of users, which allows full access to all staff within a service provider organisation as determined by it. This feature allows for direct cost allocation per client.
  • Combines people, processes and technology

OUR GOAL

  • The platform creates efficiencies and therefore reduces the administration burden of administrators
  • The system aligns the legal, administration and accounting interaction on one platform
  • The system provides full transparency to all interested parties

The WealthEeze solution

  • A unique, seamless, integrated CRM (Customer Relationship Management) system, banking, administration, compliance, and accounting platform for trusts and companies – as administration is done, accounting records are automatically created, including an asset register
  • Data hosted in service provider's environment
  • Related documents populated automatically
  • Built-in measures to limit powers and actions per trust, in terms of the trust instrument
  • An electronic record is kept of all transactions and records related to the trust or company – providing an audit trail
  • Built-in time keeping functionality with billing codes makes it easy to reconcile into your current billing process
  • Auto-allocation of recurring transactions and contractual transactions
  • Digital signing of documents
  • Electronic meeting room where members participate in meetings, which are recorded

INTERNATIONAL APPLICATION

  • No other international application integrates administration with accounting on one single platform
  • International digital offerings are expensive
  • The WealthEeze platform is flexible and easily adaptable to different country requirements
  • Great solution for international clients who want to keep track of their affairs without being implied to participate in "effective management" of the trust or company
  • 100% transparency
  • Real time administration and accounting
  • Cost effective
  • Less reliance on service providers to field emails from clients to provide information – element of self-service
  • GDPR compliant

CRM

  • Process whereby leads are converted to active trusts/companies
  • On-boarding client with all relevant trust/company details
  • Gathering and verification of documentation related to the trust/company
  • Automatic population of relevant forms
  • Communication with client
  • Annual meetings and minutes

Trust/Company Administration

  • Complete digital trust/company administration and record keeping, including automatic resolutions
  • Different user rights, block information from unauthorised users
  • Tracking of outstanding administration and compliance
  • Automatic accounting whilst doing the administration; all recurring transactions created automatically
  • Financial statements created