Troika Accounting
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.
Learn more
Asseta
Asseta is a comprehensive, AI-powered platform designed to streamline the financial operations of family offices, enabling them to manage wealth and accounting with efficiency and clarity. It provides robust tools for tracking investments, cash flow, multi-currency transactions, and complex ownership structures, offering real-time insights and customizable reports. With its seamless integration capabilities, Asseta allows users to consolidate data from multiple sources like QuickBooks, Bill, and Ramp into one centralized system. The platform also supports automation of routine financial tasks such as allocations, bill payments, and month-end close processes. Tailored for scalability, Asseta helps family offices streamline their financial operations and enhance visibility across entities and currencies globally.
Learn more
Voly
Voly is the market‑leading multi‑currency accounting and financial management platform built for superyachts and multi‑asset portfolios. It delivers one seamless system for yacht accounting, multi‑asset management (including property, private aircraft, other assets), cash, cards, invoices, APA charter management, payments, and foreign exchange. Users such as captains, crew, owners, management companies, family offices, property managers, housekeepers, flight crew, drivers, bookkeepers, and accountants benefit from real‑time visibility across entire portfolios via an interactive dashboard. Voly integrates a fully‑integrated Voly Prepaid Mastercard and FX payment platform, enabling SEPA and SWIFT. On‑the‑go transaction logging is available through a mobile app, with real‑time cash and card balances.
Learn more
Geneva
Stay current and competitive with a portfolio management solution that supports multiple asset classes, multi-currency portfolios, and complex global fund structures. Geneva is designed specifically for operational scalability, removing operational barriers to seamlessly support new lines of business. Grow your business with a core portfolio management solution designed to remove operational barriers. Leverage Geneva at a scale that fits your business and budget by combining software, cloud delivery, and co-sourcing. Locally deployed or cloud-delivered, Geneva delivers real-time portfolio management and accounting, investor accounting, and reporting. With Geneva World Investor, portfolio management and investor accounting are integrated into one platform. Geneva is designed specifically for operational scalability, removing operational barriers to seamlessly support new lines of business. Portfolio management, accounting & reporting.
Learn more
