Which Troika is right for you?
A one stop solution for all trust and estate accounting and administration. Designed exclusively for the wealth management industry, it can reduce the time you spend on day to day tasks, letting you get on with more profitable activities.
Whether you're managing OEICs or Unit Trusts, Troika can give you the tools you need to really put you in the driving seat. A single solution, it will save you time while improving the level of service you're able to give your clients.
All family offices are different, but Troika is flexible enough to meet your ever-changing needs. We'll find out your own specific requirements then work with you on a personal level to develop a long-term solution.
Troika has everything you need for managing offshore entities. A completely integrated solution, our software is invaluable to everyone from company secretaries to investment fund managers.
At thewealthworks, we know that not everyone's needs are the same. If our market-focused systems are not quite right, we can create one tailor-made for you, by combining core functions from the Troika suite of software.