Portfolio Management Help Center

Recent Articles
11/11/2024 Release
Enhancements Client Portal users will receive an alert when a new document is uploaded from AE CRM. The Household view in Manage Clients now contains a Goals Based Plans tab. The Household creation and management tool now has improved handling of ...
10/14/2024 Release
Enhancements The requirement of attachments for ACAT transfers through Schwab can now be disabled from the Client Portal settings. Opportunity detail view in Grow Practice > Digital Advice now has a tab to view all Goals Based Plans associated with ...
9/19/2024 Release
Enhancements Goals-Based Proposal PDFs have had the design of the Risk Tolerance Questionnaire section updated to match the style of the rest of the document. Any Opportunity with a Goals-Based Proposal PDF now shows a PDF icon in the Opportunity ...
Performance Benchmarks: Setting Default Performance Periods
Firms are able to customize which default performance periods are available in many of the areas that performance reporting is available. The intervals can be customized individually for the following areas: Client Portal Portfolio Management ...
8/19/2024 Release
Enhancements Billing A new Billing Period option, Quarterly (Anniversary), is available that sets the quarterly billing intervals for each account based on the account’s billing start date. A new Account Balance to Bill On option, Anniversary ...

Popular Articles
Adding New Portfolio Management Users
Users in the AdvisorEngine Portfolio Manager come in two forms: Portfolio Management Users and Client Portal Users. In practical terms, these are the employees of the firm and the firm’s clients or prospects, respectively. The following process adds ...
Adding New Contacts
Contacts are the base of all interaction with Prospects and Clients. Contacts can be created directly, imported in bulk, or automatically created as part of the digital onboarding experience. Adding a New Contact To add a single Contact to the ...
Help Center Setup and Access
Welcome to the AdvisorEngine Portfolio Manager Help Center! Here you can access Help Articles and FAQ’s to help you use the Portfolio Manager to its fullest potential. Additionally, you can create a login for yourself to make and track support ...
1/20/2022 Release
Performance Reporting Initial benchmarking release for all platform users now showing S&P 500, Bloomberg U.S. Aggregate Bond Index, and MSCI EAFE index on all graphline tabs and Performance Detail tabs. Integrated interface for capture of benchmark ...
Benchmarks for Client Portal
Advisors can now expose the same comparative benchmarks they see in their advisor platform to their end-clients through the Client Portal. See Performance Settings in Performance Benchmarks: Administration for details on activating this feature. ...

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