Blick Rothenberg LLP is a leading independent firm of chartered accountants. Based in Central London, it is one of the largest single office practices in the country with 25 partners. The firm offers audit, assurance and business advisory services, as well as advice on corporate and personal tax matters and trust, charity and estate accounting services and administration.

Brief:

  • To provide a core bookkeeping system for a range of trust, estate and charity clients with full training and installation support.
  • To develop a tailored range of formats and training for users to customise for specific client needs.
  • To develop a customised investment report for inclusion in the accounts pack.
  • To streamline and integrate processing of client reporting to improve the efficiency of the department.

Product:
Troika for UK Trusts

Clients Comments:

“We use Troika, mainly the wealth management section.”

“We used to use Trustax, but changed in 1999 because of the anticipated Millennium time bomb.”

“We use Troika for the accounting side of wealth management, production of accounts and trial balances for trusts and charities. The software brings value to our client service as it allows us to produce a set of accounts quickly and accurately.”

“The technical support has always been very good. If I ever have a problem it’s sorted quickly and efficiently and the annual User Group seminar is proving to be highly beneficial for learning more about upgrades and new releases.”
Robin Marks, Trust Senior, Blick Rothenberg

Troika is our key system within the trust department. We have a broad range of clients, some with very specialist needs. We therefore needed a package that can capture basic data, but is flexible enough so that we can apply our individual expertise to tailor it where we want to.”

“We have been using Troika for over ten years now. 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.”
Leo Joyce, Trust Director, Blick Rothenberg