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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 StepUp Accounting?

Innov8 provides premier business software solutions paired with professional consulting services. By utilizing advanced tools and unparalleled business acumen, we guarantee that our software streamlines your operations instead of hindering them. Our focus is on delivering customized, business-oriented solutions to our clients, which is made possible by our unique combination of products and services. The StepUp Accounting™ system features extensive A/P, A/R, and G/L modules suitable for organizations of all scales, ranging from small businesses to large enterprises. It includes features such as compliance with Generally Accepted Accounting Principles (GAAP), support for Multi-Company and Multi-Currency transactions, Summary Accounts, Drill-Down Inquiries, and comprehensive "What-If" Analysis, empowering even the most discerning clients to excel in a competitive global market. Our forward-thinking methodology ensures that clients are equipped with the necessary tools to succeed in their industries, fostering growth and innovation along the way. Furthermore, we prioritize understanding each client’s specific needs, enabling us to deliver solutions that drive real results.

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

Innov8 Computer Solutions

Date Founded

1996

Company Location

United States

Company Website

www.innov8cs.com

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

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

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