thewealthworks Customer Support Portal

Please note, this tutorial reflects the changes made to the Security Group functionality introduced in WealthWorks+ from release 4.16 onward. For those user...

With effect from August 2025, and the 4.19 release of WealthWorks+, a system license key is required to allow the system to be used in full licensed mode. A...

WealthWorks+ has six pre-defined roles already configured: Supervisor (View all data and full permissions) Accountant (View almost all data, almost full ...