Portfolio Management Help Center

Recent Articles
Version 8.9.0
Release Date: 4/2/2025 Fixes Resolved a case where setting the landing page as the Prospects Workspace did not function as expected. Corrected certain column names appearing incorrectly in CSV exports from the Workflow Setup grid. Editing multiple ...
AdvisorEngine Learning Center
Looking to learn more about how to use your AdvisorEngine product? All AdvisorEngine users receive complimentary access to the AdvisorEngine Learning Center. The Learning Center allows you to access self-paced training on whichever part of ...
2/23/2025 Release
Fixes Resolved a case where a blank page is added into the account level report after the Holdings Report page when using the Report Packager. Resolved a case where a trailing dividend paid into a currently empty account would cause a spike in the ...
Version 8.5.0
Release Date: 11/13/2024 New Features and Enhancements The Legacy Record view has been officially sunset. All remaining Alerts have been migrated to Reminders for the new view. Dashboard Visualization Cards Opportunities Won by Month and ...
Version 8.4.0
Release Date: 10/15/2024 New Features and Enhancements New Dashboard visualization cards have been added: Opportunities Won by Quarter and Opportunities Won by Month.

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 ...
Important Record Fields
This guide is intended to help you identify a list of fields that we at AdvisorEngine consider to be important for a number of different reasons. The importance could be for compliance purposes, business metrics and analytics, client segmentation, ...
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 ...
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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