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

Insights and ReportsClients 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
 
Front Office
WealthWorks+
Document SharingClient Portal

ONE SYSTEM

All data is entered and stored
in real-time through one
central and secure SQL
database

Middle OfficeCompliance
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 OverviewRisk Management
Clients can log in and review their own portfolio via a secure web-portalComprehensive risk assessments with 4-eye approval assists with onboarding and ongoing KYC reviews
Back Office
Troika Accounting
 
AccountingRecord Keeping
Extensive accounting functionality and automated transactions for effortless accounts production..........Complete record-keeping and practice management functionality for all your back-office requirements
thewealthworks-troika-grey

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.

PC Monitor with expanded images WealthWorks+
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