Troubleshooting & Questions
General troubleshooting and answers to questions
Where are you with the move from Troika to WealthWorks+? We want to move to a full web based system!
Currently, both Troika and WealthWorks+ continue to operate side by side. Development of WealthWorks+ continues - any new features introduced, documented wi...
Tue, 12 Dec, 2023 at 10:35 AM
If you can't see a contact you are expecting in WealthWorks+, it is possible that the contact was added in Troika, since the WealthWorks+ 4.12.1 release...
Tue, 12 Sep, 2023 at 11:04 AM
The following Statutory Forms can now be generated in WealthWorks+, for the following jurisdictions. Gibraltar FAR01 Annual Ret...
Thu, 1 Feb, 2024 at 2:27 PM
An address not showing as expected on a report could be as a result of a number of things, including: Has the address been entered against the contact/...
Tue, 20 Feb, 2024 at 2:01 PM