Effective and Efficient Solutions
for Private Client Departments

Developed for over twenty years with wealth management
professionals, Troika offers compelling solutions for your
trust and estate administrative and accounting needs.

Offshore Fiduciary Services
Work Better with thewealthworks

Everything you need for international wealth management.
A fully integrated software suite delivering essential functionality to
trust and company, and fund administrators,
law firms, and investment managers.

The Perfect Package
for Managing Private Wealth

Troika adapts to meet the individual requirements
of your family office. Let us work with you to
create the most powerful solution for your office.

Essential Software for Wealth
Management Professionals

Troika’s suite of fully customisable solutions can easily adapt
to meet the needs of law firms, accountants, family offices,
trust companies, banks and other corporate trustees.

***Latest News***

WealthWorks+ receives HMRC Recognition

WealthWorks+ offers a secure and fully integrated online submission for VAT returns, recognised by the HMRC, to help wealth managers with UK entities meet the Making Tax Digital requirements coming into force in April 2019.

UK Solutions

Find out how Troika can improve your trust management by reducing your administrative burden, reducing your exposure to risk and ensuring compliance.

Distinctive solutions for:
  • Private Client practitioners
  • UK Trusts
  • Probate
  • Court of Protection and PI Trusts

Offshore Solutions

Let thewealthworks help you enhance the range and quality of your offshore trust and company management and accounting.

Distinctive solutions for:
  • Offshore clients, entities and structures
  • Administration and service provisions
  • OEICs, SICAVs, SICAFS, Limited Partnerships, PEF’s and more

Family Office Solutions

Every family office is different which is why you need an essential core system that will be used by every department, every day.

Distinctive solutions for:
  • Single or multi family offices
  • Wealth management of Ultra High Net Worth individuals
  • Private wealth, asset and investment management

Wealth management software designed for you

You might have heard of Troika but didn’t realise that it isn’t just for trusts.
Troika is capable of managing entities that hold investment and assets, such as: estates, charities,
HNW individuals, Family Limited partnerships and offshore companies.

Already have a
Troika product?

Get access to ongoing support,
product presentations and online
training on our support page.