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
    8,791 Ratings
    Company Website
  • Xero Reviews & Ratings
    6,132 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
  • Canopy Reviews & Ratings
    1,172 Ratings
    Company Website
  • Capitalcore Reviews & Ratings
    90 Ratings
    Company Website
  • YouHodler Reviews & Ratings
    28 Ratings
  • Zahara Reviews & Ratings
    34 Ratings
    Company Website
  • Epicor Financials Reviews & 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 PoliBit?

PoliBit operates as an all-encompassing investment management platform designed to simplify the entire lifecycle of funds for managers across the real estate, private equity, and private debt industries. It adeptly oversees fundraising initiatives through digital subscriptions and e-signatures, supports investor onboarding by executing KYC/AML verifications against more than 300 global watchlists, and manages capital calls while enabling collections in multiple currencies. The platform further features strong fund administration tools, such as automated waterfall calculations tailored for both American and European fund structures, the computation of net asset values, and the upkeep of capital accounts for different fund vehicles. Its customizable investor portal allows limited partners to access real-time performance metrics, distribution records, K-1 tax documents, and crucial fund communications seamlessly. By automating quarterly reporting in line with ILPA standards and offering real-time dashboards, PoliBit greatly minimizes the necessity for manual report generation. In addition, the incorporation of cross-border payment solutions, including the use of stablecoins, can drastically reduce the expenses related to international transfers by up to 90%, thereby improving overall operational effectiveness. Consequently, PoliBit emerges as an essential resource for fund managers who aspire to enhance their investment workflows. The platform's features not only facilitate compliance and efficiency but also empower managers to focus on strategic decision-making and growth.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$1250/month

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Online Training

Company Facts

Organization Name

thewealthworks

Date Founded

1995

Company Location

United Kingdom

Company Website

thewealthworks.com/troika-trust-accounting/

Company Facts

Organization Name

PoliBit

Date Founded

2023

Company Location

Mexico

Company Website

polibit.io

Categories and Features

Trust Accounting

Not specified

Categories and Features

Popular Alternatives

Popular Alternatives

TNR Solution Reviews & Ratings

TNR Solution

SS&C Technologies
i-Trust Reviews & Ratings

i-Trust

Golden Omega
Fundy Reviews & Ratings

Fundy

Exquance Software
Allvue Reviews & Ratings

Allvue

Allvue Systems
SaleLedger Reviews & Ratings

SaleLedger

Profitpin LLC
Backstop Reviews & Ratings

Backstop

Backstop Solutions Group