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Pension Fund Management

Troika provides pension fund managers with a series of tools to administer, record and update investment portfolios for any number of pension funds. Bulk dealing with trade instructions, automated capital event posting and custodial record keeping assist with the day to day pension fund management tasks.

Troika Accounts can be utilised to assist with the preparation of pension fund accounts.

Self Invested Personal Pensions (SIPPs)

The Troika system can also be used to manage SIPP clients. It assists with the administration of the investments held by the SIPP and its fund management. The system is particularly suitable for managing and accounting for the following investment types;

    • Stocks and Shares
    • Deposits and deposit Interest
    • Unit Trusts
    • OEICS
    • Private companies (and their administration)
    • Policies
    • Foreign currency deposits
    • Client specific assets and property

EBT Type Schemes

An EBT is a trust set up by an employer for the benefit of employees (including directors) and former employees, their spouses and dependants. The full accounting and investment management functions within the Troika system allow EBT's to be managed in a highly efficient way. Accounts can be generated and the many system reports utilised to provide a high level of client services for EBT Schemes.

 

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Finapps Limited - The Round House, Leonardslee Gardens, Brighton Road, Lower Beeding, Horsham, RH13 6PP