ATWeb vs Troika

Best For

Who Uses This Software?

Not provided by vendor

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)

Not provided by vendor

1 - 1000+

Pricing

Starting Price

Not provided by vendor Not provided by vendor

Free Trial

No No

Free Version

Not provided by vendor 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

Capterra screenshot placeholder
Capterra screenshot placeholder

Ratings

Overall

(0) (0)

Ease of Use

Customer Service

Features & Functionality

Value for Money

Training & Support

Support

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

Training

Not provided by vendor
  • check In Person
  • close Live Online
  • close Webinars
  • check Documentation

share Share Your Comparison of Troika vs ATWeb


ATWeb vs Troika

ATWeb

by Archway

Troika

by thewealthworks

Best For

Who Uses This Software?

Not provided by vendor

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)

Not provided by vendor

1 - 1000+

Pricing

Starting Price

Not provided by vendor Not provided by vendor

Free Trial

No No

Free Version

Not provided by vendor 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

(0) (0)

Ease of Use

Customer Service

Features & Functionality

Value for Money

Training & Support

Support

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

Training

Not provided by vendor
  • check In Person
  • close Live Online
  • close Webinars
  • check Documentation

Share Your Comparison of Troika vs ATWeb