Recent Articles
Creating a Protected Sleeve
A protected sleeve prevents the trading or rebalancing of the positions within the sleeve. To move positions into a protected sleeve, use the following steps: Use the Manage Clients Dashboard or Universal Search to locate and open the account profile ...
9/22/2026 Release
What’s New Better Column Header Abbreviations on Report Package Pages Available on the Activity Summary, Household Summary, and Performance pages for Report Packages, a new toggle has been added that changes column headers from date ranges into ...
8/24/2026 Release
What’s New Redesigned Investments View for Clients The Investments Tab has been fully redesigned to elevate the experience for end clients. These updates bridge the visual gap between the advisor platform and the client portal, ensuring that clients ...
Assigning Advisors to Flourish Accounts
By default, accounts imported through the Flourish integration are assigned a single, firm-wide default rep code. The process below allows a firm admin to assign accounts to the individual advisors to which they belong for better workflow and ...
Running and Exporting a 13F Report
The AdvisorEngine Portfolio Management Suite contains a pre-built SEC compliant report template that can be used to file your quarterly 13F report. Running and Exporting a 13F Report Navigate to Manage Clients > Dashboard. In the Custom Reports grid, ...
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 ...
Version 10.3.0
Release Date: 5/7/2026 Enhancements New Zapier Trigger has been added: Opportunity Status Updated. New Zapier Actions are available: Find Client (Person), Update Household (Record) Contact Details, and Update Client (Person) Contact Details. Fixes ...
Adding New Portfolio Management Users
Users in the AdvisorEngine Portfolio Management System 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 ...
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, ...