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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Forget about the cumbersome spreadsheet and embrace a contemporary method to monitor your dividend earnings. The Dividend Tracker provides a clear overview of your expected earnings and the timing of those funds hitting your brokerage account. With our dividend payout calendar, users can effortlessly manage their upcoming payments and see detailed information about the amounts, payment dates, and the companies responsible for the payouts. This tool is essential for investors who depend on dividends as either a main source of income or a supplementary one. By utilizing our calendar, you can effectively organize your finances and maintain an accurate picture of your investment income. Receive timely notifications for new dividend announcements, as well as updates regarding any increases or reductions in dividends from companies. Additionally, our range of calculators and tools allows you to forecast your future dividend income and observe the compounding effects over time, ultimately helping you to make informed financial decisions. This comprehensive approach ensures you are always in the know about your investments and can adjust your strategies accordingly.

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

Charles Schwab Yes 
Fidelity Yes 
M1 Finance Yes 
Robinhood Yes 
Vanguard Yes 

Integrations

Charles Schwab No 
Fidelity No 
M1 Finance No 
Robinhood No 
Vanguard No 

Pricing Details

$12.50 per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac Yes 
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 No 
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) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

The Dividend Tracker

Website

thedividendtracker.com

Vendor Details

Company Name

thewealthworks

Founded

1995

Country

United Kingdom

Website

thewealthworks.com/troika-trust-accounting/

Product Features

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 

Alternatives

Alternatives

Total Return Reviews

Total Return

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i-Trust Reviews

i-Trust

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