We provide a host of services in support of Troika. The combination of targeted software and specialist back-up gives our clients a high quality 'one-stop' shop for all their wealth management requirements.
To find out more about how Troika can help you call Mick on 01444 401333 or email us
All family offices are different, but Troika is flexible enough to meet your ever-changing needs. We'll find out your own specific requirements then work with you on a personal level to develop a long-term solution.
At thewealthworks, we know that while all family offices share certain core requirements, they also have their own specific needs. Some offer "multi-family" services whilst others concentrate on a single family. Some provide “concierge” type services whilst others manage complex assets across a broad range of products.
We've developed the Troika system to be flexible enough to support all types of family offices, however they operate.
We also know how important it is for family offices to feel part of a community. That's why we host an annual Family Office Forum, a private gathering of users of Troika for family offices which encourages discussion over a wide range of issues.
At thewealthworks
- We understand confidentiality
- We work with clients, not just for them
- We offer flexible solutions to fit with the differing needs of individual family offices
- We develop long term solutions together with long term relationships
Troika has a long heritage, developed in conjunction with a family office that has been in existence for over 20 years. The result is a sophisticated piece of software well-placed to serve the needs of all family offices.
Investments:
- Administer multi-fund, multi-portfolio and multi-manager client ledgers
- Automate corporate event processing for de-mergers, take-overs
and re-organisations - Provides you with powerful investment management tools for performance measurement and asset allocation analysis
Accounting:
- Record and track the status of each set of accounts as they are prepared.
- Handle flexible accounts generated in any format or style
- Automatically process dividends, interest and repeat transactions
Banking:
- Set up advanced interest calculation routines using sophisticated rate structures
- Bank reconciliation options available to assist with matching records to statements
- Allows multiple cash books to be held in different currencies
Tax:
- Carry out fully integrated Capital Gains Tax calculations
- Update CGT records seamlessly with accounting transactions
Trust/Company Administration:
- Manage and track due dates, tasks and workflows
- Automatically generate letters and documents from standard MS Word templates
- Record and review compliance targets and key documents
Fund Administration:
- Provides full share registers (for OEICS) and fund administration
- Process and manage distributions
- Manage client holdings
Access to Information::
- Deliver information securely to your organisation via an intranet website
- Access information in a customisable dashboard or summary
- Drill down to detailed records with real-time data.
Troika is designed to meet the changing needs of family offices. Intuitive and easy to use, it can reduce your administration costs, while improving the level of service to family members.
What can Troika do for your family office?
Troika saves you time
By managing all aspects of family wealth in one solution, you''ll become more organised and productive. Many family office tasks become automated, leaving you valuable time to get on with more profitable activities.
Troika saves you money
Reduce administration costs. Many of these will now be able to be performed in house without being outsourced. You'll also be able to take advantage of standard Microsoft Office integration, and the reliable Microsoft SQL Server platform as the core database
Troika increases the level of service to your family member
By maintaining full records of all family members, Troika can assist in communication and provide relevant, high quality information to family members.
