Foundersuite vs Troika

Best For

Who Uses This Software?

entrepreneurs, startups, growth companies, SMBs, investors, startup accelerators, incubators, investment bankers

Any professionals that manage private wealth including: private client practitioners, law firms, solicitors, accountants, family offices, UK or international trust companies, and banks.

Target Customer Size (Users)

1 - 99

1 - 1000+

Pricing

Starting Price

$49.00/month

Not provided by vendor

Free Trial

Yes No

Free Version

Yes No

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Features

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management
  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management

Screenshots

View 5 screenshots 101433 thumb
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Ratings

Overall


4.5 / 5
(90)
(0)

Ease of Use


4.5 / 5

Customer Service


5 / 5

Features & Functionality


4.5 / 5

Value for Money


4.5 / 5

Training & Support

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • close Live Online
  • close Webinars
  • check Documentation

share Share Your Comparison of Troika vs Foundersuite


Foundersuite vs Troika

Troika

by thewealthworks

Best For

Who Uses This Software?

entrepreneurs, startups, growth companies, SMBs, investors, startup accelerators, incubators, investment bankers

Any professionals that manage private wealth including: private client practitioners, law firms, solicitors, accountants, family offices, UK or international trust companies, and banks.

Target Customer Size (Users)

1 - 99

1 - 1000+

Pricing

Starting Price

$49.00/month

Not provided by vendor

Free Trial

Yes No

Free Version

Yes No

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Product Details

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management
  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management

Ratings

Overall


4.5 / 5
(90)
(0)

Ease of Use


4.5 / 5

Customer Service


5 / 5

Features & Functionality


4.5 / 5

Value for Money


4.5 / 5

Training & Support

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • close Live Online
  • close Webinars
  • check Documentation

Share Your Comparison of Troika vs Foundersuite