Client Services
At thewealthworks, we won't just sell you a software system then leave you to get to grips with it by yourself. Our long-term commitment to you means we're able to provide you with a whole host of services in support of Troika.
This combination of targeted software and specialist back-up means we're able to give our clients a high quality 'one-stop' shop for all their wealth management requirements. We group our client services into:
Implementation services
Services usually (but not exclusively) conducted as part of the implementation process
Post-implementation services
Services typically offered once Troika is up and running
thewealthworks Technology Team
Our dedicated IT support service.
