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Wealth & Private Banking › Trust & Estate › Trust Accounting
thewealthworks Troika
Trust and estate accounting software for UK legal, accountancy and private-client firms.
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Overview
thewealthworks develops Troika, a trust and estate accounting system used by law firms, accountancy practices and private-client professionals to manage accounts for trusts, estates, deputyships, companies and other entities. The company also offers WealthWorks+, a wider administration platform combining accounting, company secretarial and compliance recordkeeping.
Troika is focused on the accounting and reporting needs of trust administrators, probate practitioners and wealth managers, providing the bookkeeping and statement production required for complex fiduciary structures.
Key Features
- + Trust and estate accounting
- + Accounting for multiple entity types
- + Bookkeeping for trusts, estates and deputyships
- + Statement and report production
- + Company secretarial and compliance recordkeeping
- + Administration platform for private-client firms
Integrations
Open API
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