Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Xero Reviews & Ratings
    4,660 Ratings
    Company Website
  • Tabs3 Reviews & Ratings
    267 Ratings
    Company Website
  • PracticePanther Law Practice Software Reviews & Ratings
    634 Ratings
    Company Website
  • FundCount Reviews & Ratings
    13 Ratings
    Company Website
  • Sharesight Reviews & Ratings
    470 Ratings
    Company Website
  • YouHodler Reviews & Ratings
    27 Ratings
  • Capitalcore Reviews & Ratings
    46 Ratings
    Company Website
  • OANDA Reviews & Ratings
    52,211 Ratings
    Company Website
  • Sage Intacct Reviews & Ratings
    7,350 Ratings
    Company Website
  • Collect! Reviews & Ratings
    76 Ratings
    Company Website

What is Troika Accounting?

This advanced trust accounting software is specifically designed to efficiently manage the financial records of a wide array of entities such as trusts, estates, deputyships, corporations, partnerships, foundations, and funds. It streamlines the creation of trust accounts and provides thorough fund accounting documentation along with straightforward sub-fund accounting. By automating the management of recurring transactions, dividends, and price file imports, it significantly minimizes both time and effort required for financial oversight. The software also boasts customizable tax functionalities for Capital Gains Tax, VAT, and Income, as well as standard export options to aid in the completion of the SA900 forms. Furthermore, it integrates tools aimed at probate, estate management, and Court of Protection responsibilities, which enhances the handling of private client matters. Notably, it supports comprehensive foreign currency accounting, ensuring that all ledgers and balances are automatically recalibrated for precision. With capabilities accommodating multi-company, multi-funded, multi-currency, and multi-manager operations, this software is adept at serving a wide spectrum of accounting requirements across different industries. Its versatility and efficiency make it an indispensable tool for financial professionals managing diverse client portfolios.

What is Aderant Expert Sierra?

Expert Sierra stands out as the most all-encompassing, cloud-oriented legal practice management tool designed specifically for mid to large-sized law firms worldwide. By utilizing Aderant's Expert solution, your firm can eliminate the reliance on various systems and alleviate the challenges associated with maintaining on-site hardware, software updates, security protocols, and overall performance. This transition allows legal professionals to focus more on their core responsibilities rather than being bogged down by technical concerns.

Media

Media

Integrations Supported

Microsoft 365
Microsoft Excel
Microsoft Word
PowerPoint
Prosperoware Confidentiality Manager
iTimekeep

Integrations Supported

Microsoft 365
Microsoft Excel
Microsoft Word
PowerPoint
Prosperoware Confidentiality Manager
iTimekeep

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

thewealthworks

Date Founded

1995

Company Location

United Kingdom

Company Website

thewealthworks.com/troika-trust-accounting/

Company Facts

Organization Name

Aderant

Date Founded

1978

Company Location

United States

Company Website

www.aderant.com/solutions-expert-new/

Categories and Features

Trust Accounting

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

Categories and Features

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Trust Accounting

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

Popular Alternatives

Popular Alternatives

Eleven Reviews & Ratings

Eleven

RunEleven
AbacusLaw Reviews & Ratings

AbacusLaw

Abacus Data Systems
i-Trust Reviews & Ratings

i-Trust

Golden Omega
Case Master Pro Reviews & Ratings

Case Master Pro

CMPOnline
InnoTrust Reviews & Ratings

InnoTrust

Innovest Systems
PerfectLaw Reviews & Ratings

PerfectLaw

Executive Data Systems