WealthWorks+ Exhibition Stand

Channel Islands launch of new global wealth management software

Our brand new platform for wealth management professionals was launched in Jersey on 6 November. Built using the latest responsive web technology, WealthWorks+, is a global wealth management solution for accounting, compliance and administration of trusts, funds, partnerships, companies, foundations, estates and deputyships. We have been developing our Troika brand since 1995 and have a

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thewealthworks Sponsors The Law Society

thewealthworks is proud to be an official sponsor to the Law Society’s Private Client Section Conference on 29 June in London. The annual event will provide specialist content and a range of expert speakers sharing their expertise on a wide span of topics critical to private client practitioners. These will include capital tax planning, elder

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The Disabilities Trust logo

ConnectAbility for Christmas Charity 2017

Christmas ConnectAbility  This Christmas thewealthworks are very proud to support The Disabilities Trust’s ConnectAbility appeal. Every December we make a donation to charity instead of sending out traditional Christmas cards. This year it’s fantastic for us as techies to be able to give to a charity running a technology-based campaign. Technical Assistance The Disabilities Trust

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Royal Courts of Justice

Leading Private Client Barrister to Address Troika User Group

We are delighted to announce that one of the UK’s brightest legal minds, private client barrister Edward Hewitt, has agreed to be the guest speaker at our forthcoming User Group. Legal Leader Barrister Edward Hewitt has a broad Chancery practice based at Lincoln’s Inn. His primary focus is private client work and he predominantly acts

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New Troika clients in Hong Kong, Monaco and Jersey

Global Growth thewealthworks are very pleased to report a continuing growth in our global client base. Troika is attracting a lot of attention from a diverse range of clients from legal firms and chartered accountancy practices to offshore companies and family offices. Recent additions to our client community include a single family office in Monaco

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Software Highway

Buying software – which way to go? You may have read that not all systems are created equally and that is perfectly true. The easiest analogy to demonstrate this would be to compare software systems to car makes. Some cars are very luxurious and beautiful, but looking good is not akin to reliability. Some cars

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