thewealthworks Customer Support Portal

The following video tutorials will guide users on how to allot shares within WealthWorks+ and how to manage the shares, including: Redemptions, Forfeitur...

This video tutorial will guide you on how to bulk assign register entries in WealthWorks+. In the event you need further assistance adding contacts...

This video tutorial will guide you on how to bulk cease register entries within WealthWorks+. Once you have successfully completed a bulk cease, yo...

This video tutorial will guide you on how to bulk reassign addresses, when needed, within WealthWorks+. Tutorial Transcript To reassign address...

This video tutorial will show you how to generate minutes and agendas within WealthWorks+. In the event you need to edit the schemas, please see here...

You can now add, edit, manage and complete tasks across all entities, or for a single entity, within WealthWorks+. This video tutorial will show you mor...

You are able to change an entity's status within WealthWorks+. This video tutorial will show you how. Please note the 'Pending' status ...

Control levels are used by the dashboard and reporting filters within WealthWorks+, and can be managed in the contact and entity records within the system. ...

This video tutorial will assist users in deleting any unused addresses from their database; either those no longer in use, or entered in error. Please n...

This video tutorial will show you how to use the contact directory within WealthWorks+. You are able to search the contact listing, choose the columns o...