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
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!
We turned to thewealthworks because it is a well known established business and
Troika Accounting has a very good reputation in the market.
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.
Troika Accounting is the Trust and Estate Software of choice at