Troika Northern User Group Meeting

The Northern User Group (NUG) meeting took place at The Met Hotel in Leeds on December 1st 2011,  with clients from Wrigleys, Addleshaw Goddard, DWF, Dickinson Dees, Mazars and Cobbetts in attendance.  The meeting provided a valuable forum for members of thewealthworks team to meet with their valued users in a relaxed environment.

Areas discussed included planned developments for 2012, key software changes, Troika Data Feed services and support and enhancement Q & A.

Clients opinions were sought with regards to Charity Accounts and Reporting, and the enhancements which would be beneficial to them.  Charities are a key area of development planned for 2012. 

In addition, general improvements and enhancements within reporting, CGT, FISH and probate were discussed which will further enhance Troika.

The meeting ended with a Q & A session and was followed by dinner at Sous Le Nez.  A pleasurable evening for all concerned.

We would like to extend a big thank you to all those who attended the Northern User group meeting, we think it went really well! 

If you would like to know details of planned meetings for 2012 or if you would like a copy of the NUG minutes, please contact Tamara at tamara.labelle@thewealthworks.com