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Billing and Revenue Overview
The AdvisorEngine Portfolio Management Suite contains a robust billing engine that allows you to set broad billing settings to your firm’s preferences while fine tuning the billing settings for any client or account as needed. Calculations are made ...
Viewing Account Billing Detail
Billing Detail shows the complete picture of how fees are calculated for any one account. This includes market values, exclusions, discounts, the complete calculation formula and which billing tiers the account fell under if applicable. To view the ...
Viewing Notifications
Any time the criteria for an Alert is met, a Notification is generated if you have that alert enabled in your Notification Preferences. The Notifications dashboard allows you to view the notification, see associated details and take appropriate ...
Customizing Notification Preferences
Which Notifications you receive can be customized for your user. This includes which Alerts generate a notification in the notifications dashboard and which alerts additionally send you an email when they are triggered (if available). By customizing ...
Version 10.2.0
Release Date: 4/10/2026 Enhancements Improved Action reports to preserve Action Note formatting. Added a new Zapier action and trigger for updating Opportunity statuses. Portfolio Management clients using the CRM sync can now see Team Member ...

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 ...
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 ...

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