Recent Articles
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, ...
Client Portal Mobile Navigation
When accessed from a mobile device or through the Mobile App, the interface of the Client Portal is compressed and some navigation elements are rearranged to accommodate the smaller screen size. All functionality remains the same as the full Client ...
Client Portal Mobile App Overview
The AdvisorEngine Client Portal Mobile App service allows your firm to present clients with a branded, mobile-friendly version of the Client Portal, available to your clients through the iOS App Store and Google Play Store. The app functions the same ...
Version 9.9
Release Date: 1/14/2026 Fixes Resolved a numerical display error in several dashboard cards when values exceeded 1 million. Internal fixes for performance and stability.
1/12/2026 Release
Fixes Instituted a check that prevents end clients from adding outside accounts that are already brought in on a daily basis, preventing duplicate account listings Alerts related to Goals Based Planning will no longer display for firms not using the ...
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 ...