Recent Articles
6/30/2026 Release
Enhancements Report Packages now use a Landscape layout with enhanced visuals for greater data clarity. Advisors can now manually add an asset account to a client for any accounts not included in regular data feeds. Over 30 new Search and Reporting ...
Adding and Updating Assets Manually for a Client
In the event that you need to track, report, or bill on a client asset that cannot be brought into AdvisorEngine automatically, it is possible to create an account manually on a client’s profile. Manual asset accounts can only be added at the Client ...
Setting Per-Account Advance Billing Adjustment Triggers
When Billing in Advance, the firm can choose to set certain event flags that will trigger billing adjustments after the period has ended. See Advance Fee Billing Adjustments for full details on this feature. The adjustment settings for each billing ...
Enabling Pay by Check
By default, AdvisorEngine billing is designed to debit fees directly from the accounts for which the fees are incurred. However, in addition to directing all fees to a specific debit account, it is possible to turn off direct debit entirely and allow ...
Enabling the Flourish Integration
Flourish accounts allow advisors to invite clients into high yield cash accounts that can be tracked as part of the client’s entire financial picture. Through the Flourish integration, Flourish cash accounts can be shown within AdvisorEngine, ...
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 ...
Logging In and Out
Logging In Generally, logging in to AdvisorEngine CRM should be as simple as navigating to crm.advisorengine.com and entering your username (email address) and password. However, depending on the security settings handed down from your CRM ...
Version 10.3.0
Release Date: 5/7/2026 Enhancements New Zapier Trigger has been added: Opportunity Status Updated. New Zapier Actions are available: Find Client (Person), Update Household (Record) Contact Details, and Update Client (Person) Contact Details. Fixes ...
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, ...