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

WealthWorks+
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

WealthWorks+ Dashboard on Tablet

For Family Offices & Wealth Managers

Our software was designed with complex wealth structures in mind and powerful dashboards offer a global overview of all your investments and assets under management giving you a complete picture of the family’s wealth in one place. Read More >

For Fiduciary & Corporate Services

Our platform offers simple and smart features that makes managing your trusts, companies and other entities straightforward, helping you to reduce risk and ensure compliance with global AML reporting obligations. Read More >

For Private Client Practitioners

Our solution offers extensive functionality that will help you save time by automating many day-to-day transactions and accounts production which will improve the efficiency of your trust management, probate and estate administration. Read More >

Developed with expertise

Find out more about the history of our company and why our clients have trusted our software to help manage their wealth services for over two decades. Read More >

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!

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Looking at alternatives?

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

We turned to thewealthworks because it is a well known established business and
Troika Accounting has a very good reputation in the market. 

Piers Barclay
Partner, Private Client Department

We needed a first class client relationship database, accounting, invoicing and billing along with electronic document storage all in one package. Troika Accounting ticks all these boxes.

Arran Grisley
Managing Director

Troika Accounting is the Trust and Estate Software of choice at

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, including
online how-to guides and videos and
access to our telephone helpdesk.

PC Monitor with expanded images WealthWorks+
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