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 ...
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 ...
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. ...
Billing for Advance/Adjustments • Substantial upgrades have been made to how billing adjustments are handled for advisors who bill in Advance. Financial Planning & Digital Advice • Inline recommendations added for the optimized plan (reduce goal ...