Portfolio Management Help Center

Recent Articles
7/15/2024 Release
Enhancements Performance chart in the client portal now displays complete y-axis label. Improved controls for displaying Managed vs Non-Managed assets in the Realized Gain/Loss widget. Improved precision of the selected time time windows in the ...
6/17/2024 Release
Enhancements Locking a billing period with Pershing accounts now prompts an informational message confirming the transmission of fees to Pershing. Improved the selection UI for setting the Investment Objective at the Account, Client, and Household ...
AdvisorEngine Support Holiday Calendar
AdvisorEngine Support is unavailable on the following holidays. Any support requests will be responded to on the next business day. Event Date Martin Luther King Jr Day 1/15/2024 President's Day 2/19/2024 Good Friday 3/29/2024 Memorial Day 5/27/2024 ...
5/20/2024 Release
Enhancements When creating a goals-based plan, tax rates can now be overridden at the plan level. Risk Tolerance questionnaire answers are now included in a goal-based proposal PDF. When creating a goals-based plan, held away full accounts can now ...
Editing Performance Households
Performance Households can have the initial details edited at any time. Households can also be closed or deleted if needed. Editing a Household Editing can begin from Manage Clients > Dashboard > Household by clicking the more menu on the household’s ...

Popular Articles
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 ...
Adding New Contacts
Contacts are the base of all interaction with Prospects and Clients. Contacts can be created directly, imported in bulk, or automatically created as part of the digital onboarding experience. Adding a New Contact To add a single Contact to the ...
Help Center Setup and Access
Welcome to the AdvisorEngine Portfolio Manager Help Center! Here you can access Help Articles and FAQ’s to help you use the Portfolio Manager to its fullest potential. Additionally, you can create a login for yourself to make and track support ...
1/20/2022 Release
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. ...

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