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 Jeff on 01444 401333 or email us
Troika offers a one stop solution for all trust and estate accounting and administration. Designed exclusively for the wealth management industry, it can reduce the time you spend on day to day tasks, letting you get on with more profitable activities.
Overview
- Ideal for accountants, solicitors or corporate trustees
(such as a bank or insurance company) - Can help you post transactions quickly and efficiently,
giving you more time for income generating activities - Can improve the quality and presentation of information you send to clients
- Administrative features allow you to ensure compliance with the Trustee Act 2000
- Easy-to-use, streamlined data entry
- Has foreign currency accounting as standard
Intuitive and easy to use, Troika has all the features you would expect from traditional trust and estate systems but with new features designed to give you more control and information than ever before. Data entered into Troika flows automatically into documents, forms and final accounts
For Trusts:
- Generate flexible accounts for any trust, for any fund, and
any period in any format, or, combine funds for family
or group reporting - Transactions can be posted and reported on quickly and efficiently so you focus on more client facing activities
- Record details for all types of Trusts
- Real time reporting of investment ledgers
- User definable asset types
- CGT
- Links to SA900, SA100 and R185 forms
- Maintain registers for trustees, beneficiaries, bankers, life tenants, safe custody and many others
- Full foreign currency accounting with automatic recalculation of ledgers and balances throughout the system
- Wide range of reports, schedules and statements included as standard
- Fully customisable security and access
For Estates:
(an integrated module to assist in the probate process)
- Trusts arising from an estate can be set up automatically
- Automatic production of Estate accounts
- Fill IHT forms
- Enter and report on assets and liabilities at the date of death quickly
- Documents and letters can be generated and stored by the system
- User defined workflows and tasks can be applied to each probate case
Easy to use and understand, Troika can save you time producing accounts and reports and improve the quality of information you give to clients. A great tool for increasing productivity, Troika will also make sure you comply with the Trustee Act 2000.
Key Benefits
- You'll reduce the time spent on repetitive tasks, or producing
accounts and reports - By standardising and streamlining workflows and internal
processes Troika can make you more cost-effective - By eliminating the need for complex spreadsheets and duplicating data in other systems, you'll become more productive
- You'll generate accurate valuations and consistent reporting for clients and be able to keep track of key deadlines and actions
- Post transactions quickly and update records efficiently across all your clients.
- It will improve the quality of reporting and information sent to clients
- Produce Trust Accounts easily and efficiently
- Facilitate compliance with the Trustee Act 2000
- Take advantage of standard Microsoft Office integration, and the reliable Microsoft SQL Server platform as the core database
- Produce Estate Accounts at date of death and at anytime through the period of administration
