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

  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
    In Person
  • Support
    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

  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll / Commission
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

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