New Features and Release Notes
Guidance on new features in WealthWorks and Release Notes.
New Features in WealthWorks+ 4.6.0 Improved access to entity Finances and sub funds. Accounting Trial Balance Timesheet posting and approval Timesh...
Tue, 28 Jul, 2020 at 11:07 AM
New Features Please see the new features article for further information about new features in this release. Improved access to entity Finances and su...
Tue, 28 Jul, 2020 at 11:07 AM
New Features in WealthWorks+ 4.5.0 Support for uploading MS Outlook emails to WW+ running in the Chrome and MS Edge browsers. Add new tasks from anywh...
Wed, 11 Mar, 2020 at 4:09 PM
New Features Please see the new features article for further information about new features in this release. Support for uploading MS Outlook emails t...
Wed, 11 Mar, 2020 at 4:15 PM
New Features in WealthWorks+ 4.4.0 A new Contacts menu group and Contact directory to give easy access to all your contacts. Meeting Minutes and Meeti...
Wed, 18 Dec, 2019 at 4:54 PM
New Features Please see the new features article for further information about new features in this release. A new Contacts menu group and Contact dir...
Wed, 11 Dec, 2019 at 3:07 PM
New Features in WealthWorks+ 4.3.0 Company Secretarial share capital maintenance records for company share classes, share issues and call schedules. Me...
Thu, 10 Oct, 2019 at 9:37 AM
New Features Please see the new features article for further information about new features in this release. Company Secretarial share capital mainten...
Mon, 14 Oct, 2019 at 3:49 PM
New Features in WealthWorks+ 4.2.1 AEOI editable records and exports to XLS/XML Editable custom fields records (UDFs) for entities, contacts, asset ...
Tue, 8 Oct, 2019 at 4:32 PM
New Features Please see the new features article for detailed information about the features listed below. AEOI – FATCA and CRS fully editable records...
Fri, 16 Aug, 2019 at 10:43 AM