Recent Articles
Editing Performance Households
Performance Households can have the initial details edited at any time. Households can also be closed or deleted if needed. Editing a Household Editing can begin from Manage Clients > Dashboard > Household by clicking the more menu on the household’s ...
4/22/2024 Release
Enhancements Goals-based planning is now available for firms who wish to enable it. New setting has been added to the Firm Profile page allowing firms to suppress the appearance of and alerts for custodian documents in the Client Portal. The Search ...
Marking an Account as Closed
Accounts can be marked as closed in the Wealth Platform to stop all trading, billing, and exclusion from performance reporting from the closing date set. This process does NOT close the account with the custodian, it only marks the account as closed ...
3/18/2024 Release
Enhancements The CRM sync integrations tile now displays the most recent sync details as well as a failure message if appropriate. Client Details widget now displays CRM status, allows linking to CRM from within the details widget, and allows opening ...
Client-Led Account Opening (Fidelity)
After a client has completed their Risk Tolerance Questionnaire, been assigned a model, and agreed to their IPS, they can proceed with Account Opening on the Client Portal. The client will enter in all necessary details for the account opening, sign ...
Popular Articles
Adding New Wealth Platform Users
Users in the AdvisorEngine Wealth Platform come in two forms: Wealth Platform 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 a new ...
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 Platform Help Center! Here you can access Help Articles and FAQ’s to help you use the Platform to its fullest potential. Additionally, you can create a login for yourself to make and track support tickets should you have ...
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. ...