Blick Rothenberg uses Troika

Case Study - 17/04/2012 : cloud, CRM, data management, thewealthworks, troika, Finance, Finance, Technology

Blick Rothenberg, a leading firm of chartered accountants with particular experience in UK trusts and high net worth individuals, has been using Troika software for over ten years. Having advised executors and trustees on family wealth...

Penningtons uses Troika software

Case Study - 02/04/2012 : Penningtons, thewealthworks, troika, Finance, Finance, Technology

Leading commercial and private client law firm Penningtons Solicitors LLP uses Troika software to support its growing trusts and charities practice.

The 68 partner firm, which has offices in the City of London, Cambridge, Hampshire...

Jersey firm DCG uses Troika wealth management

Case Study - 27/03/2012 : jersey, thewealthworks, troika, Finance, Finance, Technology, Practice Management

DCG use Troika's wealth management module for their accounts production and bookkeeping; the time and billing module for time recording and the administration module for company secretarial services.

James Coyle, Head of...

Troika perfectly meets the requirements of Parish Group Limited

Case Study - 20/03/2012 : cloud, CRM, data management, thewealthworks, troika, Finance, Finance, Marketing & BD, Technology

 

The company acquired the Troika software suite in October 2010. After reviewing six other suppliers, the Troika suite was chosen because of its design flexibility, great support and competitive price.

Arran Grisley said: “...

The pros and cons for accountants moving into probate

News Article - 06/03/2012 : probate, thewealthworks, trust, Finance, Finance, Practice Management

Mick Jones puts forward some of the pros and cons of accountants moving into probate work

I am an accountant. I am not a practitioner, but I do, in my day job, speak to a lot of legal practices that do probate work and have a...

City based law firm Macfarlanes enjoys increased efficiencies thanks to Troika

Case Study - 28/02/2012 : accounting software, macfarlanes, thewealthworks, Finance, Finance, Technology

Piers Barclay is a partner in the private client department at Macfarlanes and has oversight of the trust administration group. He specialises in succession, tax and estate planning advice for individuals and their families as well as...

thewealthworks and the Troika Northern User Group Meeting

News Article - 21/02/2012 : thewealthworks, user group, Marketing & BD, Marketing & BD, Technology, Practice Management

As well as producing software thewealthworks team believe that client relationships are an integral part of thewealthworks service.   As well as providing excellent support, we also hold regular user group meetings through which we can...

Estate accounts production survey for STEP members

News Article - 15/02/2012 : thewealthworks, Finance, Finance, Technology, Practice Management

The joint STEP (Society of Trust and Estate Practitioners) Chester branch and thewealthworks Estate Accounts Production Survey was conducted at the STEP Chester event on 24th November 2011. The survey was made available to all attendees...