Client Administration
Overview Advisor 'Types' displayed within the register of Professional Officers on a client can be controlled within Troika, by your organisatio...
Thu, 14 Sep, 2023 at 3:20 PM
Overview Default compliance categories are seen within Troika Administration & Compliance, under the Client Details – Edit menu option, and the Comp...
Thu, 9 May, 2019 at 2:37 PM
Client reviews can be administered within Utilities, Tools tab and the menu option Client Review Editor. Adding a new Client Review To add a new cli...
Thu, 7 Mar, 2024 at 6:55 PM
Where client reviews and risk assessments are enabled and configured, users can complete these within the Troika Administration module, Client tab and the m...
Thu, 7 Mar, 2024 at 6:49 PM