thewealthworks produce Troika, wealth management software for family offices, financial institutions and private client service providers.
After more than a decade of experience in the industry we don't believe in standing still. As a developing software house we are continually finding new ways to evolve our software to make it the very best it can be.
And when we're not developing Troika, we're working hard to build relationships with our clients. At thewealthworks, we want our service to you to be personal, not just technical.
The story so far...
|1995||thewealthworks (formerly Finapps) grew out of a firm of consultants, The Knowledge Base, after three corporate clients commissioned a Windows based trust and accounting system. The prototype, Troika, was installed for the same three corporate clients and was a huge success, becoming commercially available later that year.|
|1996||The Troika product was developed for the UK market. A major bank contracted to use Troika software for Trusts and Retail Private Clients.|
|1998||Troika evolved to meet the requirements of other clients. These include pension funds, offshore trust companies, private banks and private client departments.|
|2000||thewealthworks continue to develop Troika to fulfil the changing requirements of both the onshore and offshore markets. Troika has transformed into a functionally rich, flexible and easy to use system that can be customised to meet any company requirements, irrespective of size.|
|2004||First release of Troika2 with all the functionality of the onshore and offshore products merged into one product.|
|2008||Release of Fish Connect in ASP2.NET|
|2010||Powerful graphical web reporting available in FISH Connect|
|2011||Probate module released incorporating the IHT400|