Raffingers is a top 100 firm of accountants and business advisers, helping businesses and individuals throughout Essex and London achieve their goals and ambitions. Through using the latest technology, keeping ahead of legislative changes and delivering bespoke solutions, all by a passionate and dedicated team, Raffingers enable their clients to not only get more from their business and personal finances but also to save valuable time in the process.

Brief:

To provide a probate management system.

Product:
Troika for Probate

Clients Comments:

“We have been Troika users for around 2 years. Along with Raffingers’ Head of Probate and Estate Administration, Paul Dell, we sat down and went through a trial run with thewealthworks team and took up the probate software from there. “

“Out of the few products on the market, Troika seemed to fit exactly what we wanted and it’s supported by the call centre helpline, online help and the fact that we are able to have unlimited users on it. It’s very flexible. It’s very clean software and if you follow it in a logical way, it produces the right outcome. The User Group is very useful, particularly the probate workshop where we get to see new changes and software updates.”

“The support from thewealthworks team is great. I’m able to pick up the phone or send an email and I’ll get a response. We have a good working relationship.”

Reshma Johar – Tax Manager, Raffingers