Wealth Management
Overview Troika requires exchange rates to be maintained where client transactions are to be posted in addition to those in the system base currency. Th...
Thu, 25 May, 2023 at 11:22 AM
Overview To reduce the time our clients spend manually entering in exchange rates, this guide explains how to import a list of foreign exchange rates, f...
Wed, 12 May, 2021 at 9:49 AM
Overview Clients can be brought together in Troika in a group for reporting purposes and consolidation. Other types of group exist for mirroring banking...
Mon, 25 Mar, 2024 at 11:29 AM
Overview The Bank Balance Report displays global information on accounts, their balances and any borrowing limits that have been set up. This guide inf...
Fri, 25 Jan, 2019 at 11:41 AM
Overview This guide is to assist users where the Investment Ledger contains the complete transaction history, but the CGT Ledger has not been kept up-to...
Fri, 25 Jan, 2019 at 1:25 PM
Adding the dividend information to the investment In Wealth Management, select the Investment tab and then Investment Detail. Select the relevant inves...
Fri, 25 Jan, 2019 at 1:50 PM
Overview With effect from 6 April 2016, UK dividends no longer have any tax credits attached to them. What changes have been made to Troika to help use...
Mon, 18 Mar, 2019 at 11:13 AM
Overview Simple investment purchase and sale transactions can be imported into Troika using the Transaction Import menu option accessed from Troika Util...
Fri, 27 Dec, 2019 at 11:28 AM
Overview Simple bank receipt and bank payment transactions can be imported into Troika using the Transaction Import menu option accessed from Troika Uti...
Fri, 27 Dec, 2019 at 11:29 AM
Period Ends Transactions are posted in a defined period and at the end of this period a close off procedure ensures that the correct opening balances ar...
Mon, 18 Mar, 2019 at 11:43 AM