thewealthworks Customer Support Portal

This introductory video will help you get started with WealthWorks+. It includes: Logging into WealthWorks+ from the Troika Desktop Your user credentials...

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 Find...

This how to video tutorial shows you have to customise the layout of the dashboards, tables and tabs within WealthWorks+.

This how to video tutorial will show you how to create, edit and apply filters to your data.