Recent Articles
Exporting Reports to PDF
Any report in the Manage Clients Dashboard can be exported to a PDF and downloaded as needed, provided your user has the correct data entitlements. When exporting, you can choose the layout of the page (landscape or portrait) and which columns of ...
3/9/2026
Enhancements Reports from the Manage Clients Dashboard can now be exported to PDF. On the Client Portal, the Holdings report under the Investments tab is now visible in the mobile view and in the mobile app. Users of Investment Management features ...
Version 10.0.0
Release Date: 2/13/2026 Enhancements New Zapier integration action available: Find Opportunity. Fixes Resolved an error when returning to the CRM from the Portfolio Management suite. Corrected a display error for Reminders and Summary cards on ipad ...
2/9/2026 Release
Enhancements Users of the Client Portal can now edit their phone numbers in their profile. Fixes Resolved an error where system emails would use an incorrect logo. Asset Value displays on the client overview have been refactored to better display ...
Setting Client Portal Mobile App Biometric Login
The AdvisorEngine Client Portal Mobile app has support for biometric logins (fingerprint, face recognition, etc.) supported by your device. If the device you are using does not support biometrics or you have not set up any biometrics on the device, ...
Popular 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 ...
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, ...
Divorced Clients
From re-registering accounts and transferring assets to continuing the relationship with one or both spouses and family members, there are many tasks to be handled during and after clients become divorced. Below are tips and recommendations to help ...
Deceased or Ex-Clients
There are many tasks to be handled after a client passes away or leaves your firm. Below are tips and recommendations to help you properly process some of these details in AdvisorEngine CRM. Full Record Use the following if the entire Record is no ...