How to use WealthWorks+
The following video tutorials will guide users on how to allot shares within WealthWorks+ and how to manage the shares, including: Redemptions, Forfeitur...
Fri, 28 Feb, 2020 at 11:47 AM
This video tutorial will guide you on how to bulk assign register entries in WealthWorks+. In the event you need further assistance adding contacts...
Mon, 16 Mar, 2020 at 2:01 PM
This video tutorial will guide you on how to bulk cease register entries within WealthWorks+. Once you have successfully completed a bulk cease, yo...
Mon, 16 Mar, 2020 at 1:59 PM
This video tutorial will guide you on how to bulk reassign addresses, when needed, within WealthWorks+.
Mon, 16 Mar, 2020 at 1:50 PM
This video tutorial will show you how to generate minutes and agendas within WealthWorks+. In the event you need to edit the schemas, please see here...
Fri, 3 Apr, 2020 at 3:31 PM
You can now add, edit, manage and complete tasks across all entities, or for a single entity, within WealthWorks+. This video tutorial will show you mor...
Fri, 5 Jun, 2020 at 11:46 AM
You are able to change an entity's status within WealthWorks+. This video tutorial will show you how. Please note the 'Pending' status...
Fri, 5 Jun, 2020 at 12:13 PM
Control levels are used by the dashboard and reporting filters within WealthWorks+, and can be managed in the contact and entity records within the system. ...
Tue, 5 Jul, 2022 at 11:35 AM
This video tutorial will assist users in deleting any unused addresses from their database; either those no longer in use, or entered in error. Please n...
Mon, 14 Jun, 2021 at 12:36 PM
This video tutorial will show you how to use the contact directory within WealthWorks+. You are able to search the contact listing, choose the columns o...
Fri, 5 Jun, 2020 at 11:36 AM