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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 Probate Plus?

Probate Plus is an innovative and flexible software solution designed for probate accounting and management, developed by industry experts for their colleagues since 1992. It has been carefully designed to assist probate professionals in the daily administration of estates, guaranteeing that every probate case is managed with accuracy and financial benefit. Featuring a continuously updated auto-balancing tool, Probate Plus provides a real-time snapshot of the estate while also producing accounts and cash balances throughout the management process. This comprehensive solution is specifically built to manage, organize, assign, and report on all user-entered data. Consistently, Probate Plus proves its capability to save significant time that would otherwise be spent on non-billable tasks stemming from the intricacies of various probate challenges. Users enjoy the advantage of always-accessible balances, and the reconciliation with the firm’s accounting system is both quick and uncomplicated. The software operates under a pay-per-probate model, which removes the burden of large upfront costs or ongoing annual fees. By using Probate Plus, practitioners are not only able to optimize their workflow but also significantly improve their effectiveness in estate management. This ultimately leads to a more streamlined approach to handling probate cases and better service for clients.

Media

Media

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 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

Law Systems

Date Founded

1992

Company Location

United Kingdom

Company Website

lawsystems.co.uk/pp_wp/products/

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

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

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