Troika Accounting Description

Software for managing trust accounts, trust estates, deputyships and companies. Produce trust accounts with full fund accounting records, and simple sub-fund accounting. Automated processes for managing repeating transactions and dividends, as well as price file imports. Easy completion of the SA900 is made possible by configurable tax functions that include income, VAT, and CGT. Integrated functionality for probate, estate administration, and Court of Protection to manage your private clients. Standard foreign currency accounting with automatic recalculations of all balances and ledgers. Multi-company, multifunded, multicurrency, and multi-manager functionality.

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Company Details

Company:
thewealthworks
Year Founded:
1995
Headquarters:
United Kingdom
Website:
thewealthworks.com/troika-trust-accounting/

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Product Details

Platforms
SaaS
Windows
Type of Training
Documentation
In Person
Customer Support
Phone Support
Online

Troika Accounting Features and Options

Trust Accounting Software

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

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