thewealthworks Customer Support Portal

All records in Troika are recorded against the user who made the change. When an employee leaves your organisation, their account should be disabled, not de...

Yes, you will need a Troika user with administrative access to do this. This may be your IT department, or someone senior within your own department. Wi...

Overview There are four main options that need to be accessed and set-up when adding a new user to Troika. These will determine what modules within the ...

Firstly, you will need to check whether, as an organisation, you have sufficient Troika licences.  You can do this by checking your internal records, or co...

Yes. Within Troika's Utilities module, and the security tab, click the Password menu option. Enter your old password, followed by your new password...

Yes. WealthWorks+ is ideal for this. Contact us if you don't have WealthWorks+ installed or are unsure if your license includes the intranet system...

Overview Client information is often extremely sensitive. In some instances, you may have extremely sensitive or confidential clients which (internally)...

Yes.  Your Troika log-in account will give you access to menu options that your system administrator has assigned to you using the Menu Groups option in Tr...