thewealthworks Customer Support Portal

In order for your organisation to use timesheet entry within WealthWorks+, please read our Getting Started with Timesheets in WealthWorks+ guide first. ...

This is a video tutorial on how to generate reports from within WealthWorks+. Tutorial Transcript   To run a report, select the Reports menu o...

An organisational chart is a useful tool to represent a trust or company's structure, and indicates clear relationships between contacts.  WealthWorks+ ...

Some of the reports available to users within WealthWorks+ can include a company logo. On some occasions you may wish to amend or update these. This can be...

Managing the list of countries available within WealthWorks+ is within your control. The system is usually pre-populated with a list of countries.  Where yo...

Managing the list of currencies available within WealthWorks+ is within your control. The system is usually pre-populated with a list of currencies. Where y...

The following video tutorial will guide users on how to manage the Common Reporting Standard (CRS) and Foreign Account Tax Compliance Act (FATCA) data in We...

The following tutorials will guide you through how to create share capital on a company, as well as creating share issues and managing the call schedule. ...

This video tutorial will guide you on how to add a Director to the registers in WealthWorks+. Tutorial Transcript To add a director to a company...

The following video will guide you on how to manage members and shareholders within WealthWorks+. To find out more about managing the members share...