description

Troika is the essential wealth management software for family offices, private client practitioners and offshore trusts companies. Troika will streamline your processes; saving time and money by reducing data duplication and fully automating the production of trust accounts. Troika can be linked to existing tax software and data feeds and can output to Microsoft Office for easily customisable reports. Troika will also reduce your compliance risk and assists with FATCA reporting obligations.

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skills and features
Compliance ManagementCustomer StatementsActivity TrackingReceipt ManagementAsset Gain & Loss ReportingCross Ledger PostingFee Calculation & PostingInstalled - WindowsWeb-Based, Cloud, SaaSIn PersonDocumentation

Business Hours

Online