28th July 2008
FISH Connect Released…
FISH Connect, our enhanced intranet
system which runs within the Microsoft .NET Framework
will be available as part of your next system update.
FISH Connect has an improved look and feel, along
with other changes to deliver data to your browser
more effectively and securely than before.
FISH Connect offers increased opportunities
to 'connect' with your existing IT systems and is
an ideal 'one-stop-shop' to manage your clients and
business operations. Additional tools and features
are planned for FISH Connect including web-based 'reporting'
functions which are currently being developed.
Reports generated from FISH Connect will be able to
show data using a combination of lists, tables, charts
and matrices. These will be available in many formats
including:-
More
exciting features are planned to help you manage your
client's affairs more efficiently and these will become
available later this year.
If
you could like to find out more about FISH
Connect or would like to receive training on how to
use it to its full potential, please contact Alex
Adams on 01403 891155.
20th June 2008
Are you
periodically reviewing your clients?
Did you know that Troika can assist with user-defined
periodic and client reviews?
Pre-defined questions can be completed and stored
in the system allowing reviews to be analyzed historically.
This may help with regulatory reporting requirements
and assists with your internal 'Know Your Client'
processes. Any structured process can be easily added
to Troika for example:-
- Identity verification
- Distribution checklists
- Executive reviews
- New engagement checklists
A system of user defined risk
assessment and risk classification of clients is also
available. Please contact us for further information
about implementing reviews in Troika.
25 February 2008
The Troika system and Microsoft
Office 2007
Troika utilises Microsoft Office
for producing accounts and running reports. Development
work is underway to ensure the system will be compatible
with Office 2007, and therefore it cannot currently
be supported. The system currently utilises Office
XP or 2003.
It is anticipated that the necessary
changes to support Word 2007 and Access 2007 will
be complete by late summer. Until then the system
will continue to use Microsoft Access runtime versions
for XP, and Word 2000, XP or 2003 for accounts production.
You may find that aspects of Troika
function within Office 2007 however we will not be
able to support issues arising with compatibility.
Please contact Finapps
support for further information on compatibility
with Microsoft Office.
Microsoft Windows Vista
Troika can be installed on workstations
running Microsoft Windows Vista. 'User Account Controls'
should be disabled or users should be assigned the
correct privilege levels. Feedback from early adopters
of Windows Vista has shown that applications appear
to run slightly slower and we therefore would recommend
increasing workstation memory along with Microsoft
guidelines. You should test the operation of the software
with peripheral devices such as printers and scanners
to ensure they operate correctly.
Please contact Finapps
support for further information on installing
Troika on Windows Vista.
14 December 2007
Leading North West Private Client
Firm Chooses Troika: Changing the face of the Private
Client Department.
'We're very
excited about the Troika system and what it can do
for us. We've well known for our commitment to Private
Client service and it's great to find an organisation
that shares those values'.
Read
more>
11
December 2007
Season's
Greetings,
from everyone at Finapps
We
challenge you to try Santa's sleigh jump! Click
here to play.
20
August 2007
CCH
Trust Tax and Troika Introduce Seamless Data Transfer
Between Software Packages
CCH, the leading tax and accountancy
software provider, part of Wolters Kluwer UK, and
Finapps the wealth management software specialist,
announce the introduction of seamless data transfer
between their complementary software packages for
trusts, CCH Trust Tax and Troika.
Read
more>
23
May 2007
*New* Inheritance
Tax tools added
The first phase of the new integrated
Inheritance Tax module has now been released. It is
based on the Troika Administration system. The module
makes full use of the entity structure and the document
management and tasks and workflows to provide a management
framework for the estate. The module operates under
both English and Scottish law.
In Phase One complete estate accounts
are available, and estates that result in the formation
of Trusts can transfer the relevant assets and liabilities
in the Trust – so no need to re-key. Phase Two, due
for release in 2008 will contain all the relevant
forms, including the IHT 200.
If you would like to learn more
about our new module and the Troika system please
contact Nikolina
Bernascone on 01403 891155
5
December 2006
Tis
the season to be jolly!
Enjoy
yourself and join in our Finapps snowball fight! Click
here to play.
Season's
greetings, from everyone at Finapps
4
October 2006
Press
Release: Best of the breeds are now seamlessly integrated
Finapps,
a leader in the provision of wealth management solutions
build on their working partnership with Dataflow (UK)
Limited; a company committed to developing high quality
accounting and business management solutions. Together,
they are very pleased to announce the development
of a new seamless link between their two MS SQL based
products.
Read
more
26
July 2006
Press
Release: Mazars
Trust in Troika˛
Mazars, a leading provider of Trustee and Estate services
in Scotland, use Troika˛ as their software solution.
"An
undoubted success has been the enthusiasm with which
the Troika˛ Trust module has been greeted and indeed
embraced by the incoming Trust team. This is hugely
encouraging, and reflects the excellence of the product."
Paul Hearn, Head of Trustee Services at Mazars.
Read
more
22
May 2006
Press
Release - FinApps
appoint State Informatics Limited of Mauritius as
an International Alliance Partner.
Finapps,
the UK solution provider of the Troika range of wealth
management software, has announced today that it has
signed heads of agreement to appoint State Informatics
Limited of Mauritius as an International Alliance
Partner. State Informatics Limited, a state-owned
enterprise established in 1989, is today one of the
largest IT companies in the Republic of Mauritius
providing highly specialised services in IT systems
development and implementation.
Read
more
7
April 2006
STEP
Accounts Guideline
With
the release of the STEP accounting guidelines for
the preparation of trust accounts in England &
Wales, we are now able to offer accounting formats
to meet these requirements.
The
formats based on these guideleines are for the main
types of family trust. These are available in addition
to your in-house styles or can be adopted and integrated
into your existing accounting formats.
We
also offer comprehensive training workshops to enable
users to create, edit and implement their own accounts
if you would prefer to manage these in-house.
Please
contact Richard
Jones on 01403 891155 for
further details.
1
March 2006
Troika
Update - New Data Import Tools
A
new set of generic import tools have been develeped
for Troika.
A whole range of transactions
can be imported and processed from a number of other
proprietary practice management and investment systems.
The
import tools are designed to assist with the internal
processing of information within your organisation.
Additional features can be enabled to automatically
set-up investment ledgers, record new clients and
create accounting entries as required, along with
exception reporting and data validation checks.
12
July 2005 -
Press Release, ICAEW
Accountancy
practitioners to benefit from Institute's new software
standard
Accountants
in practice should find their lives easier as a result
of a new software standard pioneered by the Institute
of Chartered Accountants in England & Wales (ICAEW).
The standard, called xPS (eXtensible Practice Standard),
will facilitate accountancy firms’ use of different
software packages from different suppliers.
xPS
is an XML-based standard (“schema”) for
storing and exchanging many categories of standing
data used by accountancy practices. It will be incorporated
into software used by accountancy practices and providers
of other professional services to facilitate data
sharing.
The
new standard was developed by the Practice Software
Suppliers Forum, an informal group convened by the
Institute’s IT Faculty. Participants include
APS, CaseWare, Digita, Finapps
- Troika, Iris Software Ltd, MYOB, Practice
Engine, PTP Software Limited, Sage UK Ltd and Star.
The development was led by Digita, with participation
from many other members of the group who provided
input and feedback. Members of the forum committed
themselves to working with the xPS standard to enable
the sharing of client/contact information held within
each others' applications.
The
next stages of the project will be:
- To
take significant steps towards getting minimum import/export
functionality in accordance with the standard
- To
consider opportunities for usefully extending the
scope of the standard.
John
Court, Head of the IT Faculty at the ICAEW, commented:
“The aim of the standard is to help our practitioner
members to use the software of their choice and be
confident that if they want to transfer information
between different software packages they can do so.”
The
standard is owned, on behalf of the practice software
suppliers who have contributed to the project, by
the Institute’s IT Faculty. Copies of the relevant
technical files may be obtained from www.icaew.co.uk/itfac
