Troika Accounting

Troika Accounting

thewealthworks
i-Trust

i-Trust

Golden Omega
+
+

Related Products

  • ZenTreasury
    9 Ratings
    Visit Website
  • Xero
    5,852 Ratings
    Visit Website
  • Gravity Software
    45 Ratings
    Visit Website
  • Sharesight
    546 Ratings
    Visit Website
  • Canopy
    950 Ratings
    Visit Website
  • Native Teams
    599 Ratings
    Visit Website
  • Capitalcore
    80 Ratings
    Visit Website
  • YouHodler
    28 Ratings
    Visit Website
  • Quick Consols
    49 Ratings
    Visit Website
  • RemotePeople
    507 Ratings
    Visit Website

About

Powerful trust accounting software capable of managing the accounts for trusts, estates, deputyships, companies, partnerships, foundations, funds and other entities. Trust accounts production with full fund accounting records and straightforward sub-fund accounting. Automated processes to save time managing repeating transactions, dividends and price file imports. Configurable tax functions for CGT, VAT and Income along with standard exports for easy completion of the SA900. Integrated functionality for probate, estate administration and Court of Protection to manage all your private clients. Full foreign currency accounting as standard with automatic recalculation of all ledgers and balances. Multi-company, multi-funded, multi-currency and multi-manager functionality.

About

i-Trust: Trust Accounting software audit tested, audit trail, subsidiary ledgers. It is designed for trust account management for anyone having client trust accounts. An automated version of a client ledger with a simplified, intuitive record keeping interface of unlimited client trust funds since 1988. i-Trust offers full automation and flexibility while maintaining a strict audit trail of all transactions. Strict data integrity maintained with superior database maintenance utilities to better follow and ensure trust accounting principles.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investment Management solution for business managers

Audience

Trust account managers

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$1895.00/one-time/user
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

thewealthworks
Founded: 1995
United Kingdom
thewealthworks.com/troika-trust-accounting/

Company Information

Golden Omega
Founded: 1988
United States
www.goldenomega.net/trust-accounting-software/

Alternatives

Alternatives

Trustpak

Trustpak

InfoBiz Solutions
i-Trust

i-Trust

Golden Omega
Total Return

Total Return

SS&C Technologies
Troika Accounting

Troika Accounting

thewealthworks
Eleven

Eleven

RunEleven

Categories

Categories

Trust Accounting Features

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Mortgage and Loans Features

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Integrations

No info available.

Integrations

No info available.
Claim Troika Accounting and update features and information
Claim Troika Accounting and update features and information
Claim i-Trust and update features and information
Claim i-Trust and update features and information