the wealth works
our companyour productsour clients
01444 401333

Client Services

We provide a host of services in support of Troika. The combination of targeted software and specialist back-up gives our clients a high quality 'one-stop' shop for all their wealth management requirements.

Find out more »

Troika is a suite of wealth management software with a wide range of features. It is delivered as four core products, although it can be tailored to your company requirements if necessary.

UK Trusts and Estates

Troika offers 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.

Collective Investment Schemes

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.

Family Offices & Private Wealth

All family offices are different, but Troika is flexible enough to meet your ever-changing needs. Well find out your own specific requirements then work with you on a personal level to develop a long term solution.

International Trust & Companies

Flexible and easy-to-use, Troika brings together everything you need for managing offshore entities. A completely integrated solution our software is invaluable to everyone from company secretaries to investment fund managers.

Build your own system

If our market-focused systems are not quite right for you, we can create the perfect system that fits your needs by combining core functions from the Troika suite of software.

 
 

Our Company / Our Products / Our Clients
Home / News / Careers / Client Services / Contact Us

© THEWEALTHWORKS LTD 2009 / SITE BY SPOOKSTUDIO