|Insights and Reports||Clients and Contacts|
|Dashboards and reports provide quick insights and help manage important deadlines||..........||Complete client and contact directories with integrated tasks and diary all readily at hand|
|Document Sharing||Client Portal|
All data is entered and stored
|Clients can upload and download documents to the secure document store||Manage entity compliance to ensure you meet your firm's global AML obligations|
|Portfolio Overview||Risk Management|
|Clients can log in and review their own portfolio via a secure web-portal||Comprehensive risk assessments with 4-eye approval assists with onboarding and ongoing KYC reviews|
|Extensive accounting functionality and automated transactions for effortless accounts production||..........||Complete record-keeping and practice management functionality for all your back-office requirements|
We turned to thewealthworks because it is a well known established business and
Troika has a very good reputation in the market.
Partner, Private Client Department
The support behind the software is first class
and since they installed the system they have provided ongoing support which has been exceptional.
We use Troika for the accounting side of wealth management.
The software brings value to our client service as it allows us to produce a set of accounts quickly and accurately.
Trust Senior, Blick Rothenberg