TNET BackOfficeHWA International
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Troika Accountingthewealthworks
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Related Products
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About
Our robust and highly-flexible core system that handles all key trust and fund accounting functionality. We offer a wide variety of add-on modules that provide additional capabilities to meet your dynamic requirements as your business grows. We believe you should pay only for the modules you need. As your requirements change, you have the flexibility to add more modules to streamline your operations. Give your clients convenient online access to their accounts wherever they may be through an internet browser-based client portal. TNET Lite BackOffice offers small offices, start ups and de novos a robust core system that's right-sized for your needs.
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About
Powerful trust accounting software capable of managing the accounts for trusts, estates, deputyships, companies, partnerships, foundations, funds and other entities. Trust accounts production with full fund accounting records and straightforward sub-fund accounting. Automated processes to save time managing repeating transactions, dividends and price file imports. Configurable tax functions for CGT, VAT and Income along with standard exports for easy completion of the SA900. Integrated functionality for probate, estate administration and Court of Protection to manage all your private clients. Full foreign currency accounting as standard with automatic recalculation of all ledgers and balances. Multi-company, multi-funded, multi-currency and multi-manager functionality.
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Small offices, start ups and de novos that need a trust accounting solution
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Audience
Investment Management solution for business managers
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Not Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Company InformationHWA International
Founded: 1977
United States
www.hwainternational.com
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Company Informationthewealthworks
Founded: 1995
United Kingdom
thewealthworks.com/troika-trust-accounting/
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Categories |
Categories |
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Trust Accounting Features
Accrual Accounting
Supported
Activity Tracking
Supported
Asset Gain & Loss Reporting
Supported
Check Writing
Supported
Compliance Management
Supported
Cross Ledger Posting
Supported
Customer Statements
Supported
Fee Calculation & Posting
Supported
Receipt Management
Supported
Tax Management
Supported
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Integrations
No info available.
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Integrations
No info available.
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