thewealthworks Customer Support Portal

Overview This guide applied to all entity types within Troika, with the exception of Estates (probate cases), where the operation of the client splittin...

Overview A capital event is made up of layers, each of which must be defined in turn. The top layer is the event itself, described in general event ‘ter...

Terminology A price file. This is a list of prices held in the Troika database, against each investment for a given date and price type. An example of h...

The Troika investment schedule reports only show profit or loss on the actual sale of an investment.  To report on the change of valuation of investment an...

Overview The SIX Financial Datafeed gives access to prices quoted on a wide range of exchanges. In order to manage your data, it is necessary to select ...

Troika can export the results of the CGT computations and income records directly into the CCH Trust tax return. Some setup steps are required to enable the...

Overview Troika can export the results of CGT computations and income records directly into the Digita Personal and Trust tax returns. Some setup steps ...

Troika can keep track of separate base costs for accounting and capital gains tax purposes.  To add an investment that contains held-over gains, go into...

New transaction types were added to the menu option Transactions - Add, to post Accumulation Income Units and Accumulation Re-invested Income via the inves...

Introduction Bank interest can be calculated for either an individual client, or a group of clients.  The two options use the same settings and calculat...