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 a workflow to allow you to collect the information required to create a pending entity which can then be approved to become an active client.
This process will replace Clients - Add in Troika Administrator. We’ve included the options as standard to add the following new entity types to WealthWorks+:
- Onboard Trust Entity
- Onboard Company Entity
- Onboard Foundation Entity
- Onboard Partnership Entity
- Onboard Private Investor Entity (Individual)
In the event you require assistance with the control levels, some of which are a required field in the onboarding process, the Managing Control Levels within WealthWorks+ tutorial may assist.