More time for your clients.
Client work instead of paperwork: Werkwave digitalizes the interface to your clients — professional, reliable, and without project overhead for your firm.
Where day-to-day work gets stuck
Three bottlenecks we see again and again in fiduciary firms — and how they can be solved.
Administration eats the hours your mandates need.
Phone calls, appointment requests, follow-up questions: much of it can be captured and prepared in a structured way — before it lands on your desk.
Succession is not settled.
Many fiduciary firms are approaching a handover. A digitally organized firm with a visible presence is considerably more attractive for a successor.
Qualified staff are hard to find.
Professionals choose their employer. A modern presence shows that your firm works in a contemporary way — that convinces clients and applicants.
The right modules
Bookable individually, everything included, no setup fees — and built to work together.
Website
Your website conveys what matters in fiduciary work: reliability. Built, run, and maintained by Werkwave.
People searching for fiduciary services in your region should find your firm — Google Business Profile, listings, and reviews included.
The AI phone assistant takes calls while you work on mandates and structures the requests for you.
Receipts, payment reminders, and deadlines — your firm's recurring workflows run structured and automatically.
What runs automatically for you
Receipt intake (AI)
Incoming receipts are captured, assigned, and filed in a structured way by AI.
Deadline reminders
Important dates and deadlines are monitored and flagged in time.
Payment reminders & dunning
Open invoices get a friendly reminder — and, if needed, escalating dunning notices.
Enquiry intake
Incoming inquiries land structured and complete in one list — nothing gets forgotten.
Where does your firm stand digitally?
Answer a few questions about your firm — you receive a free analysis with a recommendation that fits your fiduciary business.
Start analysis