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Wealth & Private Banking › Trust & Estate › Trust Accounting
Connectworks
Cloud entity and trust management platform for accounting firms and fiduciary providers.
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Overview
Connectworks is a cloud entity and trust management platform used by accounting firms and professional services providers to administer trusts, companies and other entities. Based in New Zealand, it focuses on governance, compliance and recordkeeping for fiduciary structures.
The platform centralizes entity registers, documents and compliance obligations, helping firms manage trust administration, company secretarial tasks and related recordkeeping in one place.
Key Features
- + Entity and trust management
- + Trust administration and governance
- + Compliance and obligation tracking
- + Document and register management
- + Company secretarial workflows
- + Cloud-based recordkeeping
Integrations
Open API
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