thewealthworks Customer Support Portal

All clients in Troika start as an entity, and then the additional client information is entered. This normally happens as a single stage as part of the Add ...

Automatic Exchange of Information agreements are made between many countries. These agreements allow the exchange of information between tax authorities of ...

Documents are produced by merging data into a Word template. Where this is a single document within Troika this function is called Document Link and for mul...

Overview Letters and other documents can be generated by Troika using data entered into the system and then merging the data into a Microsoft Word templ...

Overview If the entity record you wish to delete is only set up as an entity and is not attached to other entity/client records, then deleting it is sim...

Introduction Tasks in Troika can be recorded in any module and assigned to a particular user, client and fund. Tasks can be used to maintain a ‘to-do’ l...

As a result of new legislation to adopt FATCA regulations and reporting through the Intergovernmental Agreements (IGA) in many jurisdictions, a series of n...

Adding a new risk assessment To add a new risk assessment to the system, access the Utilities module, Tools tab, select the menu option Risk Review Edit...

Generating Letters Using Data From Troika The Document – Link option in Troika utilizes Microsoft Word templates, merging information from the database ...

Introduction A workflow is a group of common tasks which collectively require completion in order to complete an overall task.  It can be also used to ...