ActiveDocs enables WealthWorks to build a sophisticated end-to-end wealth management platform

Seamless generation of trust and entity management regulatory compliance documents.

London December 15, 2022
Gold bullions.

WealthWorks, a leading provider of advance trust and entity management software, has deployed ActiveDocs to generate documents for its WealthWorks+ platform. ActiveDocs generates documents for WealthWorks clients that use the platform, ensuring that their entities are compliant with all applicable legislations.

WealthWorks software looks after the administration and compliance of trusts, companies, partnerships, funds, foundations, individuals, estates and other complex wealth structures. A number of WealthWorks clients own assets around the globe and require sophisticated ownership structures, under different applicable legislations. ActiveDocs works inside WealthWorks+ to deliver the documents that are tailored to each client’s specific needs and various authorities' regulatory requirements.

Samuel Ricketts, ActiveDocs Sales Director for Growth Markets, said: "WealthWorks needed document automation software to cater to a complex set of requirements for documentation, ensuring compliance with regulations across a number of geographies. If WealthWorks clients have a trust or another entity in a location, WealthWorks+ needs to support it and be able to generate documents required by the regulators there. To ensure that ActiveDocs can ‘do it all’, WealthWorks chose to undergo a proof of concept project and got a hands on experience with ActiveDocs. As a result, they were satisfied with the ActiveDocs ability to generate the needed documentation as well as how seamless it was to integrate it into the WealthWorks+ platform."

WealthWorks designed a centrally managed set of templates. Utilizing the ActiveDocs Snippet technology, change management of templates following changes in legislation is made easier. For example, if a change to a number of templates is required, WealthWorks’ template designers simply check the relationship report to see which content will be affected and make the change in one place, the Snippet with the relevant clauses.

For WealthWorks+ platform end users, the experience is completely seamless. By using just one application users see the correct, entity-specific documents that are automatically generated and filed when needed.

ActiveDocs enabled WealthWorks to offer a highly sophisticated end-to-end wealth management platform with embedded automated document generation that according to their clients is: "Exceptionally clean and user-friendly. It’s like nothing else on the market."

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About the Customer


WealthWorks is a provider of advance trust and entity management software based in the United Kingdom. The company has been operating since 1995 and serves high net worth clients around the globe.


About the Solution


ActiveDocs develops document automation software that makes it easy for large organizations to design templates, and produce the documents they need with the greatest speed, success, and minimum risk.

It’s the confident choice of large companies for document automation success.

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