Troika

Wealth management software designed for you.

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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.
thewealthworks

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LICENSING & DEPLOYMENT

  • Cloud Hosted
  • Web-based
  • Windows
  • Mac

SUPPORT

  • Phone

Knowledge Base

  • Help Guides
  • On-Site Training

Troika Core Features

Wealth Management

  • Client Portal
  • Online Application
  • Data Import/Export
  • Order Fulfillment
  • Loyalty Program
  • Portfolio Management
  • Patch Scanning

Troika Pricing

Pricing Type

  • Contact Vendor

Free Version

  • No

Payment Frequency

  • Quote Based

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