Troika is a suite of wealth management software with a wide range of features. It is delivered as four core products, although it can also be tailored to specific company requirements if necessary. Troika offers a one-stop solution for all trust and estate accounting and administration and is designed exclusively for the wealth management industry.
To minimise costly interface re-engineering, VDF has been designed to be processed in a wide range of standard formats. thewealthworks chose to work with the XML format for ease of implementation. Mick Jones, Managing Director of thewealthworks, says âComplimenting Troika with SIX Telekursâ data offers a great deal of flexibility for the user. Whether you simply require monthly prices for Trust valuations or whether you require daily data feeds for managing a Family OEIC (Open Ended Investment Company),Troika provides access for you to the best data aroundâ.
Martin Cole, Managing Director of SIX Telekurs UK comments, âthewealthworksâ Troika software has a long heritage, developed in
conjunction with a family office that has been in existence for over 20 years. We are excited to be working together with such a well respected, specialist providerâ.