How to use WealthWorks+
This video tutorial will show you how to use the new onboarding functionality. Onboarding is an easy process to add new entities to the system. It uses ...
Fri, 24 Mar, 2023 at 4:13 PM
This video tutorial will show you how to add new contacts to the system. This process will replace Entities - Add in Troika Administrator. The following...
Mon, 27 Mar, 2023 at 9:43 AM
This video tutorial will show you how to edit contact and entity records. You'll also learn how to update the administration records for entities. The...
Fri, 24 Mar, 2023 at 4:18 PM
This video tutorial will show you how to edit contact and entity records within WealthWorks+, recording their name changes. It will also show you how to vie...
Fri, 24 Mar, 2023 at 4:18 PM
This is a video tutorial showing how to manage and maintain the registers for an entity in WealthWorks+. This includes adding a trustee, settlor, beneficiar...
Fri, 24 Mar, 2023 at 4:19 PM
You are now able to view the Trial Balance and entity finances in WealthWorks+. This video tutorial will guide users on the functionality contained within t...
Fri, 24 Mar, 2023 at 4:20 PM
This video tutorial shows you how to add and manage activities in WealthWorks+.
Fri, 24 Mar, 2023 at 4:20 PM
This video tutorial will show you how to use the new Document Store. The Document Store is a new shared directory in which documents can be created, shared ...
Thu, 2 Nov, 2023 at 1:39 PM
If your organisation is set up to use timesheet posting within WealthWorks+, this video tutorial will show you how to manage your timesheet postings. It inc...
Fri, 24 Mar, 2023 at 4:21 PM
If you are responsible for approving timesheets within WealthWorks+, this video tutorial will guide you how to: Locate the Timesheet Approval tab in Wealt...
Fri, 24 Mar, 2023 at 4:22 PM