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ease
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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Open Management offers a comprehensive approach to overseeing all business operations, encompassing areas such as accounting, administrative tasks, commercial activities, production, and inventory management. This all-in-one system streamlines processes by reducing the need for manual interventions through its adaptable and modular software design. It also simplifies the onboarding process for new employees, enhancing efficiency. The Open Management System boasts a wide array of features that support multi-user, multi-tasking, multi-company, multi-exercise, multi-currency, and multi-activity management capabilities. It enables the effective handling of personal data related to customers, suppliers, and accounts, while also ensuring the seamless management and oversight of accounting functions. Additionally, the system allows for the management of user profiles and their respective permissions, facilitating secure access to sensitive information. Users can track and analyze sales data and documents effortlessly, monitor stock levels, identify lots and serial numbers, and manage new purchase orders with ease. Furthermore, it aids in determining procurement needs and offers insights for efficient resource management, making it a vital tool for any organization aiming to optimize its operational workflow.

Description

Robust trust accounting software designed to effectively oversee the financial accounts of various entities, including trusts, estates, deputyships, corporations, partnerships, foundations, and funds. It facilitates the generation of trust accounts with comprehensive fund accounting documentation and uncomplicated sub-fund accounting. Streamlined processes automate the management of recurring transactions, dividends, and the importation of price files, significantly reducing time and effort. The software features customizable tax functions for Capital Gains Tax, VAT, and Income, alongside standard exports to simplify the completion of the SA900. It also includes integrated tools for probate, estate management, and Court of Protection tasks, allowing for efficient handling of private client affairs. Additionally, it offers full foreign currency accounting capabilities, automatically recalculating all ledgers and balances to ensure accuracy. With multi-company, multi-funded, multi-currency, and multi-manager functionalities, this software is equipped to address a diverse range of accounting needs across various sectors.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Platinumdata

Founded

2004

Country

Italy

Website

www.platinumdata.it

Vendor Details

Company Name

thewealthworks

Founded

1995

Country

United Kingdom

Website

thewealthworks.com/troika-trust-accounting/

Product Features

ERP

Accounting Integration No 
Accounting Management No 
CRM Yes 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management Yes 
HR Management No 
Inventory Management Yes 
Order Management Yes 
Project Management No 
Purchase Order Management Yes 
Purchasing No 
Reporting/Analytics Yes 
Sales Management No 
Supply Chain Management Yes 
Warehouse Management Yes 

Product Features

Trust Accounting

Accrual Accounting No 
Activity Tracking No 
Asset Gain & Loss Reporting No 
Check Writing No 
Compliance Management No 
Cross Ledger Posting No 
Customer Statements No 
Fee Calculation & Posting No 
Receipt Management No 
Tax Management No 

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