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

Our Software

Troika Accounting

The comprehensive accounting system for managing trusts and
other wealth vehicles
. Improve your client services and
save time by automating many day to day transactions
including accounts production.

Optional features

Probate Administration
Court of Protection Accounts
Time, Fees & Billing
Sales & Purchase Ledger

WealthWorks+

The complete trust and entity administration and compliance
solution with integrated company secretary functionality.
Reduce your exposure to risk and ensure your compliance
with UK and global AML obligations.

Advanced Technology

Mac and iOS compatible
Fully responsive web-browser platform
In-built dashboard reporting
Lightweight and secure

Our Solution

A diagram showing the application of our software solution for front, middle and back office processes
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Wealth management software designed for you

 Our software is capable of managing more than simple trusts
including entities that hold investments and assets, such as: estates, charities,
HNW individuals, Family Limited partnerships and offshore companies.

Looking at alternatives?

Find out how our 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!

Here to help

We offer support that’s second to none.
Get access to ongoing support,
product presentations and online
training on our support page.

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