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

  • Sage Intacct Reviews & Ratings
    8,776 Ratings
    Company Website
  • Xero Reviews & Ratings
    5,952 Ratings
    Company Website
  • Gravity Software Reviews & Ratings
    45 Ratings
    Company Website
  • ZenTreasury Reviews & Ratings
    9 Ratings
    Company Website
  • Sharesight Reviews & Ratings
    566 Ratings
    Company Website
  • Native Teams Reviews & Ratings
    632 Ratings
    Company Website
  • Capitalcore Reviews & Ratings
    87 Ratings
    Company Website
  • YouHodler Reviews & Ratings
    28 Ratings
  • Dynamo Software Reviews & Ratings
    71 Ratings
    Company Website
  • Fraxion Reviews & Ratings
    195 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 Payset?

Payset is an international payments and multi-currency account platform built for companies that conduct business across multiple countries and currencies. It allows organizations to store, send, receive, and exchange funds without relying on separate financial services for each market. Businesses can manage balances in 34 currencies and make payments across more than 180 countries through the platform. Currency exchange tools support conversions between numerous currencies and are available around the clock. Payset provides virtual IBANs in key territories so businesses can receive certain payments using local banking details. Payment operations can be streamlined through features for bulk transfers, recurring payments, spending controls, and configurable team access. Companies can create different permissions for employees, accountants, managers, and other users who need access to financial workflows. Dedicated account managers provide personalized assistance, guidance, and support for transaction processing and business payment needs. Payset uses security controls such as two-factor authentication, multi-signature authorization, transaction monitoring, fraud prevention, and data protection measures. Customer funds are safeguarded under regulatory requirements, and Pay Set Limited operates as an FCA-authorized electronic money institution in the United Kingdom. The platform is designed to make international financial operations easier for startups, small businesses, global companies, holding companies, and organizations managing payroll, suppliers, travel expenses, or other cross-border payments.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

£8
Free Version
Free Trial Offered?

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

Payset

Company Website

www.payset.io

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

Popular Alternatives

Popular Alternatives

Total Return Reviews & Ratings

Total Return

SS&C Technologies
i-Trust Reviews & Ratings

i-Trust

Golden Omega
Intergiro Reviews & Ratings

Intergiro

Intergiro Intl AB