enVisual360 by enSynergy Professional Services
enVisual360 by enSynergy Professional Services is an integrated, comprehensive trust accounting and administration software suite. It combines a powerful financial CRM with a robus...
Trust Accounting Software
Troika reviews and summary
Troika, from thewealthworks, is a comprehensive wealth management software platform engineered as the essential operating system for sophisticated wealth holders and their advisors. It is specifically tailored for family offices, private client practitioners, and offshore trust companies. The platform streamlines complex back-office processes by eliminating data duplication and fully automating the production of trust accounts, investment reports, and performance statements. It enhances efficiency by integrating with existing tax software and data feeds, and outputs to Microsoft Office for customizable reporting. Troika also includes features to manage compliance risk and... This software is designed for family offices, multi-family offices, private...
Best for
This software is designed for family offices, multi-family offices, private wealth managers, trust companies, and law firms serving ultra-high-net-worth individuals who require a robust, integrated system to manage complex assets, reporting, and compliance in a unified manner.
Starting price
Pricing not listed
Category
Trust Accounting Software
Vendor
thewealthworks
Key takeaways
Our verdict
Our verdict: Troika is a powerful and specialized platform that excels at bringing order and automation to the intricate world of high-net-worth wealth management, making it a valuable tool for improving efficiency and reducing operational risk.
Quick facts
Troika at a glance
Starting price
Pricing not listed
Vendor
thewealthworks
Founded
1995
Location
United Kingdom
Category
Trust Accounting Software
Ratings
Troika ratings
There is not enough rating data for this software yet. Rating details will appear when reviews or reliable aggregate rating data are available.
Decision notes
Troika pros and cons
Potential strengths
- Clear buyer-fit positioning is available in the profile data.
Points to verify
- Confirm current pricing, contract terms, and included plan details with the vendor.
- Confirm product-specific availability for category-level features before buying.
- There are no written reviews for this software yet.
Buyer fit
Who uses Troika?
This software is designed for family offices, multi-family offices, private wealth managers, trust companies, and law firms serving ultra-high-net-worth individuals who require a robust, integrated system to manage complex assets, reporting, and compliance in a unified manner.
Feature research
Troika features
These are common features buyers compare in Trust Accounting Software. Product-specific availability should be confirmed with the vendor.
Accounting Integration
Native financial tracking or seamless connection with external accounting software.
Accrual Accounting
Record revenues and expenses when they are incurred, regardless of when cash is exchanged.
Fixed Asset Budgeting
Manages the inclusion of fixed assets within proposed budgetary plans.
Bank Statement Reconciliation
Verify and align internal ledger entries with external bank account statements.
Billing & Invoicing Management
Generate and oversee financial documents, including billing statements and invoices.
Comprehensive Case Management
Coordinate workflows and tasks associated with specific cases, clients, or complex operational processes.
Check Payment Issuance
Facilitates payments to external parties through check issuance.
Compliance Monitoring
Monitor and address policy non-compliance across services, products, or supplier activities.
Centralized Contact Database
A searchable database for organizing contact details, addresses, and social profiles.
Cross Ledger Posting
Facilitate accurate financial entries across different general ledger accounts and departments.
Client Account Summaries
Detailed summaries provided to clients highlighting their billing history, recent payments, and current account totals.
Data Migration Tools
Seamlessly transfer data and reports between the system and external file formats.
Pricing
Troika pricing
Starting price
Pricing not listed
Visit Website
Pricing model: Flat Rate
Pricing can change. Confirm current plans and terms with the vendor.
Compare
Troika alternatives
Compare Troika with other Trust Accounting Software tools that buyers often evaluate.
Trust Accountant Cloud by Delta Data
Trust Accountant Cloud, by Delta Data, is an easy-to-use, secure, and highly-rated cloud-based software solution designed for fiduciary accounting. It specializes in managing the c...
MAUI by Infovisa
MAUI, developed by Infovisa, is an online trust accounting solution that provides a centralized, web-based platform for managing the financial intricacies of trust accounts. It off...
ONESOURCE Trust Tax by Thomson Reuters
ONESOURCE Trust Tax, from Thomson Reuters, is a powerful, automated tax compliance software solution engineered specifically for the trust and estate sector. It seamlessly integrat...
Software reviews
Troika software reviews
No software reviews yet
No software reviews have been submitted for Troika yet.
Write the first review
FAQ
Troika FAQs
Troika, from thewealthworks, is a comprehensive wealth management software platform engineered as the essential operating system for sophisticated wealth holders and their advisors. It is specifically tailored for family offices, private client practitioners, and offshore trust companies. The platform streamlines complex back-office processes by eliminating data duplication and fully automating the production of trust accounts, investment reports, and performance statements. It enhances efficiency by integrating with existing tax software and data feeds, and outputs to Microsoft Office for customizable reporting. Troika also includes features to manage compliance risk and...
This software is designed for family offices, multi-family offices, private wealth managers, trust companies, and law firms serving ultra-high-net-worth individuals who require a robust, integrated system to manage complex assets, reporting, and compliance in a unified manner.
Pricing can change. Confirm current plans and terms with the vendor.
Troika is listed in Trust Accounting Software.
Troika is listed with thewealthworks as the vendor.
Buyers often compare Troika with other Trust Accounting Software tools such as enVisual360, Trust Accountant Cloud, MAUI, ONESOURCE Trust Tax. Review ratings, pricing, and fit before choosing.
Yes. Use the Write a review button on this page to submit a software review for Troika.
Trust and data
How we build software profiles
Catalog data
Software profiles can include software facts and public catalog information.
User reviews
Software reviews are submitted by users and moderated before publication.
Vendor updates
Claimed vendors can update profile details and respond to reviews.
This profile can include catalog facts, aggregate ratings, submitted software reviews, and vendor profile updates when available.
For Vendors
Manage this software profile
Claim this profile to update pricing, screenshots, features, and respond to reviews.