Introduction to WealthWorks+
Introduction to WealthWorks+
This introductory video will help you get started with WealthWorks+. It includes: Logging into WealthWorks+ from the Troika Desktop Your user credentials...
Tue, 8 Oct, 2024 at 10:11 AM
This introductory video will help you with the basics of the platform and finding your way around. It includes: Finding your way around the platform Find...
Tue, 8 Oct, 2024 at 10:21 AM
This how to video tutorial shows you have to customise the layout of the dashboards, tables and tabs within WealthWorks+. Tutorial Transcript ...
Tue, 8 Oct, 2024 at 10:36 AM
This how to video tutorial will show you how to create, edit and apply filters to your data. Tutorial Transcript One of the features of W...
Tue, 8 Oct, 2024 at 10:48 AM