Troika

Troika is wealth management software aimed at family offices, private client practitioners and offshore trust companies. It is built to cut repeated data entry and to produce trust accounts automatically.

What Troika offers

• Automated trust accounts — generates the full set of accounts without re-keying the same data.
• Data links — connects to existing tax software and data feeds.
• Reporting — exports to Microsoft Office so reports can be adjusted easily.
• Compliance support — aims to lower compliance risk and helps with FATCA reporting duties.

Who it works with

Family offices, private client practitioners and offshore trust companies.

Key facts

• Outputs: reports that can be opened and edited in Microsoft Office.
• Compliance: helps with FATCA reporting obligations.