thewealthworks Customer Support Portal

This video tutorial will show you how to use the new onboarding functionality. Onboarding is an easy process to add new entities to the system. It uses ...

This video tutorial will show you how to add new contacts to the system. This process will replace Entities - Add in Troika Administrator. The following...

This video tutorial will show you how to edit contact and entity records. You'll also learn how to update the administration records for entities. The...

This video tutorial will show you how to edit contact and entity records within WealthWorks+, recording their name changes. It will also show you how to vie...

This is a video tutorial showing how to manage and maintain the registers for an entity in WealthWorks+. This includes adding a trustee, settlor, beneficiar...

You are now able to view the Trial Balance and entity finances in WealthWorks+. This video tutorial will guide users on the functionality contained within t...

This video tutorial shows you how to add and manage activities in WealthWorks+. Tutorial Transcript To manage an Activity for a single entit...

This video tutorial will show you how to use the new Document Store. The Document Store is a new shared directory in which documents can be created, shared ...

If your organisation is set up to use timesheet posting within WealthWorks+, this video tutorial will show you how to manage your timesheet postings. It inc...

If you are responsible for approving timesheets within WealthWorks+, this video tutorial will guide you how to: Locate the Timesheet Approval tab in Wealt...