Legal Support Network case studies: Blick Rothenberg uses Troika
Blick Rothenberg, a leading firm of chartered accountants with particular experience in UK trusts and high net worth individuals, has been using Troika software for over ten years. Having advised executors and trustees on family wealth planning for many years, the company decided it was time to update their legacy system.
Blick Rothenberg uses the Wealth Management module for their accounts production and bookkeeping. The installation overheads were minimal (three day's training and two day's installation). Processing costs were reduced considerably and because the system uses standard Microsoft tools, it has proven to be completely future proofed.
Leo Joyce, Trust Director, Blick Rothenberg: "As chartered accountants, it's natural that we insist on systems that have solid bookkeeping behind them. We also benefit from thewealthworks' understanding of trusts and trust accounting. It is these two factors that have led to our long- term relationship with Troika".
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