thewealthworks is a UK based software house with 20 years of experience of developing solutions for wealth management and private client professionals. As thewealthworks only focus on one product, Troika, we strive to maintain a best of breed solution capable of managing assets of any class. This gives Troika the power and functionality to bring efficiency to even the most complex trust, estate or family wealth structure. Our highly qualified team also provide ongoing support and are constantly developing Troika to keep up with changes in legislation and our clients' needs. Recent developments include the addition of a FATCA element and a Court Of Protection module with automatic completion of the OPG102 form.

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  • Wealth Management

  • Investment Management

  • Court Of Protection

Keywords associated with this company

  • Software - business management
  • family office and private wealth software
  • private client software
  • fund administration software
  • international trusts and companies administration software

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  • 11 – 50
    company headcount


  • Year established
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    Registered office
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    Service Provider

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