Global Wealth Management Software

The comprehensive flexible solution that easily adapts to meet the needs of law firms, accountants, family offices, trust companies, banks and other corporate trustees in the UK or across the globe

Built with advanced web-based technology
WealthWorks+ is the complete trust and entity administration and compliance platform with integrated company secretarial functionality
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Troika Accounting
With accounts at the heart of the system
Troika Accounting is the most comprehensive accounting system managing complex trusts and other private wealth structures
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The Software Solution

Wealth management software designed for you

 Our software is capable of managing  of much more than simple trusts.
Our software manages any entity that holds investments and assets, such as: estates, charities,
HNWI portfolios, family investment companies, other offshore corporate entities and more!

Looking at alternatives?

Find out how our wealth management system compares with the alternatives and why we offer the best solution for your business

Have you heard?

Our clients love our software and we think you will too, but don’t just take our word for it!

Full Support Included

We offer support that’s second to none.
At no additional cost, you get
full product support, access to our
support portal; which includes
real-time ticket updates, online
how-to guides and videos.

PC Monitor with expanded images WealthWorks+
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