 |
Trust
accounting in a flash |
A complete system. A single
fixed annual charge.
Troika Express is our trust accounting
software for medium and smaller trust departments.
Troika Express combines the best
in Trust and Estate functionality in an easy to use
system at a competitive price.
Spreadsheets and word processing
documents are fantastic tools, but sometimes they
don't quite give you the right results. If you use
them to prepare accounts or manage investments you
should take a look at Troika Express.
Organisations with 3 concurrent
users or less can make considerable savings by choosing
Troika Express. You can start small, gradually adding
to the system at a pace that suits both your business
and your budget.
- Up
to 3 concurrent users
- FISH
Intranet site licence (for web browser access
of all information)
- Discounted
training
- Free
periodic system updates
- Standard accounting
templates are provided (discretionary, life interest,
accumulation and maintenance, and estate accounts)
What can Troika Express
do for me?
- Record
details for all trusts including accumulation and
maintenance, life interest, discretionary, charitable
and other trust types
- Maintain
registers including life tenants, bankers, safe
custody, trustees, beneficiaries and bankers
- Full
foreign currency accounting with automatic recalculation
of ledgers for all clients and sub funds
- Post
and maintain CGT records seamlessly with each investment
ledger, run CGT 'What If?' reports and compute CGT
positions for decision making
- Produce
accounts for any trust, fund and period or combine
funds for consolidated accounts
- Portfolio
management tools including automated corporate action
routines and batch posting of dividends.
- Automated
'scheme of division' when beneficiaries become absolutely
entitled
Please contact Alex
Adams on 01403 891155 for further information
about Troika Express
