Troika

Sold by : thewealthworks

What is Troika?

Troika is a reliable trust account automation software that streamlines the process and eliminates data redundancy. Seamlessly integrate it with your current tax software and import data feeds for efficient report generation. With its versatile cloud, SaaS, and web options, Troika provides easily customizable Microsoft Office reports. Simplify your trust account management with Troika.

Troika Resources

Troika Pricing

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Company Details

Company Name : thewealthworks
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Key Features of Troika

  • Automated Accounting
  • Trust Reconciliation
  • Client Ledger Management
  • Compliance Reporting
  • Transaction Tracking
  • Document Management
  • Multi Currency Support
  • Interest Calculation
  • Audit Trails
  • User Access Controls
  • Customizable Reports
  • Integration With Banking Systems
  • Fee Management
  • Disbursement Management
  • Client Portal
  • Data Import/export
  • Mobile Access
  • Email Notifications
  • Backup And Recovery
  • Customer Support
  • Show More

Specifications

Run On Mobile Browser : Yes
Available Support : Email
Languages Available : English
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Alternatives of Troika

Troika FAQ's

The top 5 features of Troika include:

  • Automated Accounting
  • Trust Reconciliation
  • Client Ledger Management
  • Compliance Reporting
  • Transaction Tracking

Troika supports a variety of platforms including: Email.

Troika serves a wide range of businesses including StartUps, SMBs, Mid-Market, Enterprises.

The top three competitors of Troika are Clio, TrustNet and TotalTrust. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

Troika is available exclusively in English, providing a streamlined experience for English-speaking users.

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