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
We assist teams from various industries, stages, and sizes in achieving sustainable success. Our services include global pay-ins and pay-outs, as well as multi-currency bank accounts that adhere to local regulations. You can efficiently manage your corporate cards and expenses through a single intelligent platform, usable wherever Visa and Mastercard are accepted. Our offerings provide an exceptional earnings yield for idle funds, significantly outperforming traditional savings accounts. You can invest in USD through bank transfers or USDC via on-chain transfers. We offer a comprehensive suite of banking components that can be customized to meet various banking functionality needs, seamlessly enhancing your customer experience. iPeakoin caters specifically to the advertising sector, providing both fiat and crypto accounts that facilitate instant payments and effortless global fund transfers. Additionally, iPeakoin helps you navigate compliance challenges by managing fund pathways, contracts, and audits, thus alleviating the burden on your risk management team. With our solutions, businesses can streamline their financial operations while maintaining compliance and enhancing customer satisfaction.
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
iPeakoin
Country
Singapore
Website
www.ipeakoin.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