thewealthworks Customer Support Portal

As confirmed here, new editable compliance items are now available to be added to all contacts and entities in WealthWorks+.  These replace Troika complianc...

New editable compliance items are now available to be added to all contacts and entities in WealthWorks+.  These replace Troika compliance items which are n...

The following video tutorial will guide users on how to produce Statutory Forms from within WealthWorks+. For a full list of the jurisdictions and ...

This video tutorial shows you how to manage trust units in WealthWorks+, including: Adding/Editing Unit Classes  Adding/ Editing Unit Holders - from 01:1...

This video tutorial will show you how to manage passport records on WealthWorks+. It provides details on how to: Add a passport record Edit an existi...

You are now able to add multiple branch addresses to a company record within WealthWorks+.  This video tutorial will guide users on how to: add a new bran...

This video tutorial will show you how to edit sub fund details in WealthWorks+, as well as recording an entity's risk attitude (either at entity level, ...

This is a video tutorial showing how to manage and maintain the Source of Wealth and Source of Funds for an entity in WealthWorks+.   The video shows how ...

Users are now able to add an entity sub-type, specific to Jurisdiction/Country of Incorporation, in WealthWorks+.  This is a video tutorial showing how to m...

This is a video tutorial on how to add a Sub Fund from within WealthWorks+. This video will show you how to:  Add a new Sub Fund to an Entity Ability...