Troubleshooting & Questions
General troubleshooting and answers to questions
If you are unable to use the search facility within WealthWorks+ to locate any clients or contacts, it is possible the 'Full Text Search' feature ha...
Mon, 15 Apr, 2024 at 1:27 PM
Using the Support option from WealthWorks+ allows a user access to our Support Portal help articles, and also allows feedback to be sent. In the event you ...
Mon, 14 Jun, 2021 at 12:38 PM
A new page banner feature is available from version 4.4.1 of WealthWorks+ onward. This adds banner text with a coloured background to the top of all pages, ...
Tue, 30 Jun, 2020 at 11:46 AM
Yes, it is possible to access WealthWorks+ without having Troika installed on your workstation. To do this you may need to get your IT department's inv...
Mon, 11 Mar, 2024 at 1:09 PM
To create a nominee shareholder in the register of members, the nominee should first be setup in the register of nominees. From the Registers tab for the en...
Fri, 8 Sep, 2023 at 11:05 AM
In some jurisdictions, such as the Cayman Islands, offshore foundation administration requires you to maintain a list of persons who are licensed or permitt...
Tue, 7 Apr, 2020 at 11:00 AM
The Associated Registers tab for any contact or entity, displays where the contact is connected to another entity via a register (a reverse look back at the...
Thu, 27 Feb, 2020 at 4:43 PM
2FA is the Controller in our system that requires anonymous access to the website (as it confirms the 2FA authorization code before completing the user logi...
Mon, 8 Nov, 2021 at 11:28 AM
WealthWorks+ allows user 'roles' to be defined and individual configured. One of those configuration options within Options > System Configur...
Tue, 15 Feb, 2022 at 1:21 PM
Occasionally MTD users can experience the following error when trying to submit a VAT return: VAT Return Problem – Invalid Request to WealthWorks Support...
Fri, 31 Mar, 2023 at 1:34 PM