Wealth Management
Overview Defaults can be added into Troika for different investment types, e.g. UK dividends, foreign interest etc. This means that when that investmen...
Thu, 9 May, 2019 at 2:11 PM
A price file in Troika and WealthWorks+ is a dated 'file' of investment prices and yields for all investments held in the master investment library....
Tue, 19 Jan, 2021 at 1:58 PM
Overview To reduce the time our clients spend manually entering in investment details, this guide explains how to import a list of investments, from a p...
Thu, 20 Oct, 2022 at 11:10 AM
Overview To reduce the time our clients spend manually entering opening Trial Balances from Xero, this guide explains how to import these, from an export...
Fri, 18 Nov, 2022 at 12:38 PM
On occasions, it can be useful to establish a timeline of a transaction, to see when it was added, edited and/or deleted, and by whom. The audit report ava...
Fri, 10 Mar, 2023 at 11:09 AM
Overview On occasions, a Trial Balance can become out of balance. This is seen in the Wealth Management module, the Client tab and the menu option Trial...
Mon, 9 Oct, 2023 at 12:31 PM
Enabling Private Equity Investment Ledgers in Troika From the Wealth Management module, Investment tab, select the private equity fund 'investment&#...
Thu, 8 Jun, 2023 at 3:29 PM
Overview A price file in Troika and WealthWorks+ is a dated 'file' of investment prices and yields for all investments held in the master invest...
Tue, 5 Mar, 2024 at 10:59 AM
Where a client is set up within WealthWorks+, it may not have had any nominal codes attached to it. Within Troika users may see the following warning: Wa...
Thu, 2 May, 2024 at 2:16 PM