Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Robust trust accounting software designed to effectively oversee the financial accounts of various entities, including trusts, estates, deputyships, corporations, partnerships, foundations, and funds. It facilitates the generation of trust accounts with comprehensive fund accounting documentation and uncomplicated sub-fund accounting. Streamlined processes automate the management of recurring transactions, dividends, and the importation of price files, significantly reducing time and effort. The software features customizable tax functions for Capital Gains Tax, VAT, and Income, alongside standard exports to simplify the completion of the SA900. It also includes integrated tools for probate, estate management, and Court of Protection tasks, allowing for efficient handling of private client affairs. Additionally, it offers full foreign currency accounting capabilities, automatically recalculating all ledgers and balances to ensure accuracy. With multi-company, multi-funded, multi-currency, and multi-manager functionalities, this software is equipped to address a diverse range of accounting needs across various sectors.
Description
Introducing a comprehensive multi-currency account designed to facilitate global foreign exchange transactions, allowing users to effortlessly receive, pay, and convert currencies. With a strong emphasis on security and compliance, our service ensures seamless fund transfers available 24/7, alongside favorable exchange rates and minimal fees, making online transactions straightforward and convenient with just a single account. This solution has become the preferred option for 550,000 import and export businesses seeking efficient trading methods without the usual concerns related to financial security. Thanks to our Money Service Operator (MSO) license, we partner with prominent domestic and international banks, equipped with a robust system for anti-money laundering and fraud prevention. Additionally, our advanced artificial intelligence risk management framework assists suppliers in navigating compliance requirements for anti-money laundering checks and cross-border currency declarations, ensuring the safe transfer of funds to the mainland via legitimate pathways. In this way, we not only simplify international transactions but also bolster confidence in financial operations for businesses worldwide.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
thewealthworks
Founded
1995
Country
United Kingdom
Website
thewealthworks.com/troika-trust-accounting/
Vendor Details
Company Name
XTransfer
Founded
2017
Country
China
Website
www.xtransfer.com
Product Features
Trust Accounting
Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management
Product Features
Currency Exchange
Analytical Reporting
Client Management
Custom Account Statements
Data Backup Scheduling
For Money Exchanges
Margin Management
Market Data Access
Position Management
Real Time Currency Quotes
Real Time Tracking
Transaction Management