“We decided to replace an existing trust accounting software package because we felt the supplier was not supporting it either in terms of personal interaction or in investment for future development. We turned to thewealthworks because it is a well known established business and Troika Accounting has a very good reputation in the market. The software provided a new level of performance and functionality for trust accounting and asset management and reporting. “

“After a year Troika Accounting is fully bedded down and it is clear that it is not only more reliable than our previous software but will have significant future benefits as we learn more about exploiting the full potential of its functionality.  It has certainly enhanced our service to clients and we are anticipating increasing efficiencies in the future as we expand our use of the software.”

”We also appreciate the WealthWorks+ management tool which has led to much improved reporting and provided the right supervision over the progress of trust accounts.”

”After sales and customer support has been fantastic. thewealthworks team are extremely friendly, committed and responsive and we know we are dealing personally with people who really know their product and what we need to get out of it.”

Piers Barclay, Partner, Private Client Department, Macfarlanes