Client Administration
Overview Advisor 'Types' displayed within the register of Professional Officers on a client can be controlled within Troika, by your organisatio...
Mon, 8 Jul, 2024 at 10:39 AM
Overview Default compliance categories are seen within Troika Administration & Compliance, under the Client Details – Edit menu option, and the Comp...
Mon, 8 Jul, 2024 at 10:34 AM
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...
Fri, 5 Jul, 2024 at 2:28 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...
Fri, 5 Jul, 2024 at 12:49 PM
There are a few options to extract a client listing from the Troika database. Some are filtered/filterable, column customisable, and more detailed than othe...
Fri, 24 May, 2024 at 11:48 AM