Trust & Company Administration
Troika Administrator offers the
company secretary a complete solution to all their
requirements including statutory form production,
share register maintenance and work flow management.
The system also incorporates compliance
records and user defined risk and client review wizards.
Common entity records throughout
the system allow single records to be maintained for
entities, therefore reducing data duplication. All
entity administration records, relationships and registers
can be viewed via a single web browser giving greater
access to information to those who require it.
Features include:-
- Comprehensive
registers for all trusts, companies and individuals
- Client
grouping and security features for multi-site operations
- Create
and maintain user-defined fields
- Extensive
range of forms and reports for many jurisdictions
including the Channel Islands and the Isle of Man
- Forms
generated in 'pdf' file format can be edited easily
- Corporate
history maintained automatically
- Easy
to set-up any entity (both clients and non-clients)
via a simple to use wizard
- Work flows and due
dates alert users to complete tasks set-up in the
system
Are you
a small trust department? See how Troika
Express could benefit you.
