List of thewealthworks Troika Accounting Customers
Haywards Heath, RH17 6HQ,
United Kingdom
Since 2010, our global team of researchers has been studying thewealthworks Troika Accounting customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased thewealthworks Troika Accounting for ERP Financial from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using thewealthworks Troika Accounting for ERP Financial include: Macfarlanes, a United Kingdom based Professional Services organisation with 783 employees and revenues of $409.0 million, Penningtons Manches, a United Kingdom based Professional Services organisation with 900 employees and revenues of $133.0 million, Parish Group Guernsey, a Guernsey based Banking and Financial Services organisation with 15 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using thewealthworks Troika Accounting, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The thewealthworks Troika Accounting customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Macfarlanes | Professional Services | 783 | $409M | United Kingdom | thewealthworks | thewealthworks Troika Accounting | ERP Financial | 2016 | n/a |
In 2016, Macfarlanes implemented thewealthworks Troika Accounting alongside WealthWorks+ to support trust, private client and estate accounting within its UK private client practice. The implementation used thewealthworks Troika Accounting as an ERP Financial application to centralize client accounting capability for high net worth estate and trust administration.
Implementation included accounting and entity management modules configured to manage trust ledgers, client-level accounting records and entity structures across multi-client estates. The deployment emphasized core ERP Financial workflows such as general ledger posting, client reconciliations, entity management and reporting, with WealthWorks+ operating alongside Troika Accounting to provide complementary private client functionality.
Operational coverage targeted the firm’s UK private client practice, consolidating trust, private client and estate accounting processes under a single application stack. Governance focused on standardizing reporting and client service workflows across teams, and the vendor testimonial notes the deployment improved reporting and client service for Macfarlanes’ private client work.
|
 |
Parish Group Guernsey | Banking and Financial Services | 15 | $5M | Guernsey | thewealthworks | thewealthworks Troika Accounting | ERP Financial | 2010 | n/a |
In 2010, Parish Group Guernsey began using thewealthworks Troika Accounting as an ERP Financial application, commencing live use in October 2010 to deliver fiduciary, corporate and trust accounting services. The implementation established thewealthworks Troika Accounting as the primary accounting ledger and trust accounting engine for the firm’s client facing fiduciary workflows.
Parish Group later added WealthWorks+ to extend reporting and entity administration capabilities, integrating enhanced reporting, consolidation and entity management alongside core trust and corporate accounting modules. The deployment is described as cloud compatible with ongoing vendor support from thewealthworks, and implemented functional modules for trust accounting, corporate accounting, fiduciary accounting and reporting/administration via WealthWorks+.
Operational coverage concentrated on finance and trust administration within Parish Group Guernsey, where thewealthworks Troika Accounting ERP Financial system underpins entity administration and fiduciary ledgers. The customer testimonial explicitly cites benefits in finance and trust accounting accuracy, cloud compatibility and continued vendor support as outcomes of the deployment.
|
 |
Penningtons Manches | Professional Services | 900 | $133M | United Kingdom | thewealthworks | thewealthworks Troika Accounting | ERP Financial | 2015 | n/a |
In 2015, Penningtons Manches implemented thewealthworks Troika Accounting to support its private client and trust accounting operations. thewealthworks Troika Accounting was positioned as an ERP Financial application focused on delivering accuracy and suitability for complex UK trust structures. Deployment targeted the firm’s finance function and the private client and trusts practice, standardizing client ledgers, trust ledgers, transaction recording, and audit trail capture across the organization. Configuration emphasized controls for client money handling and reconciliation workflows aligned with professional services trust accounting requirements.
Modules and configuration included trust accounting ledgers, client accounting workflows, automated reconciliation routines, and compliance-focused reporting capabilities consistent with ERP Financial systems. Governance and process changes accompanied the rollout, with strengthened segregation of duties, centralized reconciliation procedures, and formalized reporting for regulatory compliance and internal audit oversight. The vendor testimonial highlights improved accuracy and compliance reporting, positioning thewealthworks Troika Accounting as the firm’s core ERP Financial solution for trust and private client accounting.
|
Buyer Intent: Companies Evaluating thewealthworks Troika Accounting
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||