At thewealthworks, we have a long-term commitment to provide our clients with premium after sales service and support. Have a look at our Why Us page to find out more.

• Our software is designed using a Microsoft SQL database so all your data is entered into a central, secure location with encryption options available to ensure all client data is secure, protected and consistent.
• The system has extensively configurable access levels and security controls to protect your client data and ensure that individual users only see the clients appropriate to their role.
• The database offers flexible, user-definable and customisable fields to allow you to capture specific data for GDPR to support your firm’s requirements.
• There are comprehensive audit capabilities built-in allowing authorised personnel to check any changes made to client information, when changes were made and by which user.
• All the data saved into the system can be easily reported on in the event of a data subject request.

We were originally called Finapps, but changed our name in 2009. As a company we have been trading since 1995, so you can trust us to have an in depth knowledge of the market. We know what you need, how you need it and which regulations you have to adhere to.

Mick Jones is our MD and what he doesn’t know about trust accounting isn’t worth knowing! But just as our clients stick with Troika Accounting, so our staff stick with thewealthworks – some have been with us since the very beginning. We believe in treating people like people, so we can guarantee you will always feel valued as a client. You can find out more about our employees from our LinkedIn company profile.

Are you managing other people’s money as a solicitor, accountant, private client practitioner, family office, law firm, trust company or a bank? Troika Accounting and WealthWorks+ have been specifically designed for the wealth management industry and would be perfect for you!

If you choose our software you will be joining a community of over 500 users in approximately 50 different locations all over the world, including the UK, the Channel Islands, Monaco, Mauritius, Liechtenstein, Ireland, the British Virgin Islands, Malta, India and Hong Kong.

It really doesn’t matter what size your company is, we can provide you a system for just one user or unlimited users. Just tell us what you need.

Of course! Let us know what functionality you are interested in and we can provide details of one of our clients who would be happy to talk to you. In the meantime, why not take a look at our Testimonials page.

Our software provides unique solutions customised to fit the demands of the wealth management professionals. Find out more about how the system meets the needs of these specific markets:

• Private Client Services
• Fiduciary & Corporate Services
• Family Offices

Our software offers functionality for: Client Accounting; Client & Investment Management; Investment Reporting; Company Secretary; Time & Billing; Fund Management; Compliance & Risk Assessment; Private Banking; Customer Relationship Management; Probate Case Management; and Management Reporting.

Depending on what your demands are we can tailor the system during implementation so it offers only the functionality you need.

You want to know you’re getting a fair price and this is why we offer a transparent pricing structure, but due to the nature of our system – having the potential to be unique to every client – we find it works better to quote you for exactly what you want instead of giving you an ‘out-of-the-box’ price online. Once we know what you want we will offer you an exact price.

Depending on the complexity of the installation, you could have Troika Accounting and WealthWorks+ up and running in a couple of weeks. We want to make sure you get the benefits of using our software as quickly as possible once you’ve decided to join us.

Your business won’t suffer major disruptions during the implementation which normally only takes a day or two depending on the size of the company and how much data you need to be migrated into the database. Once you have made the choice to use our software, our dedicated Technologies Team will work with you to arrange the when and where and on what platform.

Everyone works differently and this is true of what you want from Troika Accounting or WealthWorks+. We will meet with you pre-installation to discuss all your requirements – one of which being your reporting needs – do you have any complex accounting needs, such as: full accounts, schedules, reconciliations and internal reports? Although the standard range of reports in the system is considerable, we want to make sure you have exactly what you want, and if not, we can either make the changes for you or train you so you can make the changes yourself.

Client liaison is very important to us and we actively monitor all support activity – providing information and assistance to ensure the smooth running of your software installation. Even after the initial set-up we aim to visit you every six months to ensure everything is running just how you hoped, resolve any issues and help you improve your processes.

You can relax knowing that our service to you will not stop once the software has been installed and is up and running – our Support Team are always on hand during office hours to help and we aim to pick up your call quickly and efficiently.

You can call on our team of dedicated experts, including qualified CAs, for any support you need. We answer 95% of all calls within three rings and expect to resolve 75% of queries during the first call. And to make sure we continually offer our clients the best service all support requests are logged and reviewed regularly.

If you ask us, we’ll make sure you have it. We hold a large variety of templates (including discretionary, life interest, accumulation and maintenance and estate/STEP compliant) and will develop the template(s) for you as part of the implementation. If, at a later stage, your requirements change or you wish to make amendments, we can offer a comprehensive training workshop to enable you to create, edit and implement your own accounts or, if you prefer, we’ll do the work for you.

If you are looking for a hosted solution we can provide a regular online backup of your database and other key electronic data, stored off-site in a secure location.

If you use form-producing systems such as Digita, PTP Software, Drummohr, and CCH Software, then you will be relieved to know that Troika Accounting has generic import and export routines that are designed to make the appropriate calculations and link with other systems, automatically minimising the time-consuming process of re-keying information.

We accept security pricing, dividend information and capital actions from all the known financial data feeds. It is our policy not to have direct business relationships with data providers, protecting our independence and enabling you to have a direct relationship with the data provider of your choice. Our current clients are using links from SIX, Interactive Data, and Bloomberg. If this doesn’t suit you, we will be happy to explore linking with any other company providing data feeds and commit to providing a link to any financial data feed at no extra charge.

Don’t worry about data conversion, we’ve got that covered. We have considerable experience of converting data from a variety of competitor systems and handle each conversion as a separate project within the implementation process. Data can also be transferred from other applications such as Microsoft Access and Microsoft Excel.

You will receive an individual training package designed around the level of training you and your team needs. We offer a comprehensive training service of courses and workshops to suit almost every level of user and background including public courses held at our offices in Handcross, bespoke training at your site and refresher courses.

Yes! thewealthworks hold annual user group meetings, currently in London, which gives current our users the chance to have a say on future development and enhancements, find out about upcoming updates and learn about new functionalities. It also gives you a chance to chat with other users and us to make sure you’re getting the most out of your system.

You will normally receive two updates per year, every year, all included in the annual license fee. We understand that the financial industry is constantly evolving as new regulations are passed and additional demands are placed on practitioners. With this in mind we are constantly working to develop Troika Accounting and WealthWorks+ to make sure the system you have is always as efficient as possible by including regulatory changes, new reports and additional functionality.

Just let us know and we will help make sure the package you need is always the best option for your business.