New Features and Release Notes
Guidance on new features in WealthWorks and Release Notes.
New Features Plus Composer Other changes and fixes can be found at the end of this article. Plus Composer This release contains the new ...
Mon, 18 May, 2026 at 10:45 AM
Reports Any new reports added in this and future releases will not be dependent on a specific permission by default. If you wish users to have res...
Mon, 24 Nov, 2025 at 3:50 PM
System Licensing This release of WealthWorks+ requires a system license key to be added, to allow the system to be used in a full licensed mode. A ...
Tue, 28 Oct, 2025 at 10:27 AM
Summary Further Accounting features are available in this release of WealthWorks+ allowing users to add and maintain asset and liability ledgers a...
Thu, 24 Apr, 2025 at 12:23 PM
Summary Further Accounting features are available in this release of WealthWorks+ allowing users to maintain the investment library, add new inves...
Thu, 20 Feb, 2025 at 11:13 AM
Summary Further Accounting features are available in this release of WealthWorks+ allowing users to maintain their chart of accounts and the nomina...
Mon, 8 Jul, 2024 at 1:45 PM
New Features in WealthWorks+ 4.15 Summary Core Accounting features are now available in WealthWorks+ allowing users to setup accounting nominal ledgers...
Tue, 11 Jul, 2023 at 9:49 AM
New Features in WealthWorks+ 4.14 New Directors Register Address records for Malaysian companies Alerts for Compliance items and Tasks New Create Doc...
Tue, 21 Feb, 2023 at 10:22 AM
New Features in WealthWorks+ 4.13 New 'Alerts' for meetings and key entity dates LexisNexis Sanctions Screening integration UK Government Gat...
Mon, 13 Feb, 2023 at 9:57 AM
New Features in WealthWorks+ 4.12.1 New Contact Security Groups New record type for Non-Managed Entities Individuals Occupation - history records ...
Mon, 5 Jun, 2023 at 10:18 AM