Portfolio Management Help Center

Recent Articles
5/08/2025 Release
Enhancements The Household/Client/Account Profile views have had navigation improved, moving Financials and Performance widgets all under a new Investments menu. The Net Worth section of the Client Portal has been moved under Investments. Clicking ...
Exporting Reports to CSV
Alert: The following feature is in pilot and may not yet be available to all firms. Note: The All Reports Dashboard and the Reports within should not be confused with the Report Packager and the PDF Report Packages created by the Report Packager. Any ...
Sharing Reports
Alert: The following feature is in pilot and may not yet be available to all firms. Note: The All Reports Dashboard and the Reports within should not be confused with the Report Packager and the PDF Report Packages created by the Report Packager. Any ...
Editing Reports
Alert: The following feature is in pilot and may not yet be available to all firms. Note: The All Reports Dashboard and the Reports within should not be confused with the Report Packager and the PDF Report Packages created by the Report Packager. ...
Viewing Reports
Alert: The following feature is in pilot and may not yet be available to all firms. Note: The All Reports Dashboard and the Reports within should not be confused with the Report Packager and the PDF Report Packages created by the Report Packager. ...

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, ...
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 ...

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