WealthCraft Support Material

Below are the guides to help you navigate the WealthCraft system for your new and existing pipeline business.

WealthCraft Support Material
Coordinator Guide
Consultant Guide
Admin Guide - Importing Leads
Admin Guide - Business Process
Admin Guide - Reassigning of Clients Guide
Admin Guide - Existing Pipeline
Admin Guide - Fund Tracker Create and Update
Admin Guide - Client Documents
Admin Guide - Viewing Commission Accounts
Admin Guide - Adding a Trustee to a Policy
Syncing Calendars Guide
Views, Charts and Dashboards Guide
Creating an Investor Portal User Guide
WO1 Process Map - Entering a New Application
WO2 Process Map - Policy Issued
Admin Guide - Reassigning of Clients Guide
C01 Process Map - Lead Creation
C02 Process Map - Changing the lead status
C03 Process Map - Booking an Initial Appointment
C04 Process Map - Updating the Appointment
C05 Process Map - Completing the Online ATR
C06 Process Map - Booking a Second Appointment
C07 Process Map - Entering a New Proposal for Consultants
D01 Process Map - Admin Dealing Process
Lead Import Template
Video Tutorials - browse through a host of useful videos for help in navigating and utilising WealthCraft