This introductory video will help you with the basics of the platform and finding your way around. It includes:
- Finding your way around the platform
- Finding menu options and accessing them
- Maximising your workspace view
- Using the search option and search terms
- Finding recently viewed entities, contacts and investments
- Changing from one entity or sub-fund to another
- Opening more than one tab/different screens at the same time
- How to contact support team directly from within WW+ for questions and feedback.