Troubleshooting & Questions
General troubleshooting and answers to questions
Where are you with the move from Troika to WealthWorks+? We want to move to a full web based system!
Currently, both Troika and WealthWorks+ continue to operate side by side. Development of WealthWorks+ continues - any new features introduced, documented wi...
Tue, 12 Dec, 2023 at 10:35 AM
If you can't see a contact you are expecting in WealthWorks+, it is possible that the contact was added in Troika, since the WealthWorks+ 4.12.1 release...
Tue, 12 Sep, 2023 at 11:04 AM
The following Statutory Forms can now be generated in WealthWorks+, for the following jurisdictions. Gibraltar FAR01 Annual Ret...
Fri, 5 Jul, 2024 at 12:59 PM
An address not showing as expected on a report could be as a result of a number of things, including: Has the address been entered against the contact/...
Fri, 5 Jul, 2024 at 12:47 PM
In the event other areas in WealthWorks+ appear to be loading as expected, but the Contact Directory seen within WealthWorks+ > Contacts > Contact Dir...
Tue, 21 May, 2024 at 9:59 AM
A Managed Entity is an entity which will be included in the dashboards, reporting and processes, such as bulk assignment of changes and change approval. ...
Tue, 10 Feb, 2026 at 10:55 AM