Who Uses This Software?

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


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • thewealthworks
  • www.thewealthworks.com/
  • Founded 1995
  • United Kingdom

About Troika

Troika is the essential wealth management software for family offices, private client practitioners and offshore trusts companies. Troika will streamline your processes; saving time and money by reducing data duplication and fully automating the production of trust accounts. Troika can be linked to existing tax software and data feeds and can output to Microsoft Office for easily customisable reports. Troika will also reduce your compliance risk and assists with FATCA reporting obligations.


Troika Features

  • Accrual Accounting
  • Activity Tracking
  • Asset Gain & Loss Reporting
  • Check Writing
  • Compliance Management
  • Cross Ledger Posting
  • Customer Statements
  • Fee Calculation & Posting
  • Receipt Management
  • Tax Management

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