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Zocks Integration
Save meeting summaries, assign tasks to team members with a click, and automatically sync contacts through Zocks’ two-way AdvisorEngine integration. Zocks is the AI assistant for financial advisors. The platform can save as much as 10 hours a week by ...
Zapier Integration
Zapier allows you to connect AdvisorEngine's CRM with over 5,000+ web applications, enabling seamless automation across your tech stack—without writing a single line of code. These automated workflows, called Zaps, can be set up in minutes to ...
Adding Dashboard Reports to the Client Profile
Custom Reports created through the Manage Clients Dashboard can be added to the Reports menu on the Client Profile for quick access to a firm-customized view for a specific household, client, or account. Reports added to the client profile are ...
Version 9.6.0
Release Date: 10/29/2025 Fixes Adding or Removing Team Members from List Maintenance now correctly updates available columns in the column chooser for the Record Workspace. Resolved a case where Actions could not be completed while editing.
10/27/2025 Release
Enhancements Cash transfer requests from the Client Portal no longer require SSN. Clients syncing position data to the CRM can now decide whether to overwrite account names in the CRM with PMS names or not. The Manage Alerts inteface has been ...
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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, ...
Divorced Clients
From re-registering accounts and transferring assets to continuing the relationship with one or both spouses and family members, there are many tasks to be handled during and after clients become divorced. Below are tips and recommendations to help ...
Adding a New Record
Prior to adding a new Record, it's important to know which information you will be storing in each Record. To help you determine which fields you should populate, AdivsorEngine Training has created the Important Fields Best Practice sheet. Tip: The ...