Wealth Platform Support

Recent Articles
9/25/2023 Release
Billing Removed TD and Schwab from the list of options for Debit File Transmission. A Start Date can now be entered for accounts in Billing > Account Date Settings. When viewing applied exclusions, the account number is now visible. Client Portal The ...
8/26/2023 Release
Billing The Billing Account Error report in Run Business > Revenue > Documents no longer shows adjustment events as errors. Improved the visibility of the Debit Account in Run Business > Billing to make it clear which accounts are paying for others. ...
Advisor-led Standing Instructions/Cash Transfer (Pershing)
The following process allows an Advisor to submit an ACH request on behalf of a client. This can be one-time or recurring, deposit or withdrawal. ACH Transfer The ACH Transfer process is begun on the account profile that you wish to transfer funds ...
Advisor-led Account Transfers (Pershing)
The following process allows an Advisor to transfer assets into a Pershing account from another Pershing account or another Brokerage Firm. Assets can only be transferred between accounts that have the same owner. Account Transfer The Account ...
8/7/2023 Release
Billing Firms using the Manual Advisor option will now see the manually assigned Advisor in various places of Revenue and Billing: Run Business > Revenue > Account Fee Collections screen. Run Business > Revenue > Account Fee Collections exported ...

Popular Articles
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 ...
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. ...
8/29/2022 Release
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 ...

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