thewealthworks
HQ Address
The Flour Mill, High Beeches Lane, Handcross, Haywards Heath, West Sussex, RH17 6HQ, United Kingdom
Website Address
Business introduction
Global Wealth Management Software
The comprehensive flexible solution that easily adapts to meet the needs of law firms, accountants, family offices, trust companies, banks and other corporate trustees in the UK or across the globe
Back in 1995 a group of three firms were looking for a Windows based trust accounting system to replace a DOS application. After searching the market and coming up short they decided to commission the software they needed and formed the company FinApps to do so.
The band of three consisted of a family office, an offshore trust company and a UK corporate trust company. The system they developed was called Troika after Tchaikovsky’s The Seasons: November (Troika). Word spread of the new system and in response to demand, Troika joined the commercial market in 1998.
In 2009 FinApps become thewealthworks and has continued to grow a global client base with customers as far reaching as Mauritius and Hong Kong.
thewealthworks Solutions
Tailor-Made Troika
A powerful solution for wealth management Troika offers you a flexible suite of wealth management modules that will save you time and money. It is customisable and flexible It is a powerful system that has many definable features that make the software work the way you want it to. It is simple, yet comprehensive Troika makes complex......
business needs
view solutionTroika Connect
A powerful solution for Troika reporting Connect is an obvious extension of your existing Troika– making the system work even harder, just for you. It is compatible and simple It can be integrated into your existing intranet and is easy to customise. It is highly organised and fast Connect disseminates data rapidly throughout your company in a single solution....
business needs
view solutionTroika for Family Offices
Distinctive solutions for: Single or multi-family offices Wealth management of Ultra High Net Worth individuals Private wealth, asset and investment management Benefit from a single point of control for all family office activities and interests. Streamline practices with responsive asset and wealth administration capability to HNWIs. Increase support to family members and their range of philanthropic......
business needs
view solutionTroika for International Trusts & Companies
Distinctive solutions for: Offshore clients, entities and structures Administration and service provisions OEICs, SICAVs, SICAFS, Limited Partnerships, PEF’s and more Improve operational performance with automated date driven statutory forms. Benefit from extensive, flexible and user customizable fee calculations. Increase efficiency with user definable automated accounts production with notes....
business needs
TroikaNet
What is TroikaNet? Accessible anywhere TroikaNet is a web-based application that can be installed on premise and then easily accessed by every member of your staff from anywhere on any device. Fully scalable From an ‘out-of-the-box’ option for fast and easy installation to a fully customisable system; TroikaNet is a truly scalable platform to......
