Troika
Wealth management software designed for you.
Troika is capable of managing entities that hold investment and assets, such as estates, charities, HNW individuals, Family Limited partnerships and offshore companies. It can improve your trust management by reducing your administrative burden, reducing your exposure to risk and ensuring compliance.
Licensing & Deployment
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Cloud Hosted
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Web-based
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Windows
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Mac
Support
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Phone
Knowledge Base
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Help Guides
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On-Site Training
Media
Troika Core Features
Focus of Wealth Management Feature
- Client Portal
- Online Application
- Data Import/Export
- Order Fulfillment
- Loyalty Program
- Portfolio Management
- Patch Scanning
Troika Pricing
Pricing Type
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Contact Vendor
Free Version
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No
Payment Frequency
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Quote Based
Troika Reviews
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