Troika wealth management software has a wide range of features. Although delivered as four core products, it can be tailored to your company requirements.
Troika offers an efficient solution for all trust and probate/estate accounting and administration. Designed exclusively for the wealth management industry, it can reduce the time spent on day to day tasks and help with compliance and risk management.
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.
All family offices are different, however Troika is flexible enough to meet different requirements. We'll work with you to develop the specific solution that suits your office best.
Flexible and easy-to-use, Troika brings together everything you need to manage offshore entities. A completely integrated solution our software is invaluable to everyone from company secretaries to investment fund managers.
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.