thewealthworks
HQ Address
The Flour Mill, High Beeches Lane, Handcross, Haywards Heath, West Sussex, RH17 6HQ, United Kingdom
Website Address
Business introduction
The creators of Troika Wealth Management software
thewealthworks were commissioned to create a trust and accounting system in 1995, which was the beginning of Troika. We have now been developing and perfecting Troika for nearly twenty years so that you can benefit from it today.
We work closely with accountants, solicitors, family offices, private client practitioners, trust companies, banks and other corporate trustees to make sure Troika meets the needs of each specialist market.
The management team at thewealthworks combines top-level industry experience and constant consultation with a network of industry specialists to make sure you get the best software solution for your business.
Troika is our sole offering, and your market is our sole interest. We work with you, and we work for you – so Troika can help you today, tomorrow and into the ever-changing future.
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......
