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Troika

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Deployment

WindowsMacWeb-based

Best for

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Overview

About Troika

Troika is capable of managing entities that hold investment and assets, such as estates, charities, HNW individuals, Family Limited partnerships and offshore companies. It can improve your trust management by reducing your administrative burden, reducing your exposure to risk and ensuring compliance.

At a glance

Software information

Industries served, licensing and the support Troika provides.

Licensing

  • Quote Based

Support

  • Phone
  • Email
  • Online (Ticket)

Training

  • Help Guides
  • On-Site Training

Knowledge Base

  • Help Guides
  • On-Site Training
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Capabilities

Troika features

The full feature set, grouped by module.

Wealth Management Software

  • Client Portal
  • Online Application
  • Data Import/Export
  • Order Fulfillment
  • Loyalty Program
  • Portfolio Management
  • Patch Scanning

Plans

Troika pricing

Free Version
No
Payment Frequency
Quote Based
Vendor pricing page

Media

Screenshots & video

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