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Zeplyn Integration
Zeplyn is an agentic AI assistant, built to streamline your workflows and reduce more than 90% of the manual work associated with client engagements. Zeplyn captures editable, structured data from every client conversation—whether in person, on the ...
Dashboard Card: Clients by Source
Clients by Source is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Clients by Source Clients by Source uses the Referred By information on a Record to show the source ...
Version 9.4.0
Release Date: 9/3/2025 Enhancements Integration with Jump AI has been enabled. A new dashboard card is available, Clients by Source, allowing you to see how many clients are added by each referral source over a selected time period. When viewing the ...
Matching Clients from Redtail Client Sync
When Setting Up the Redtail CRM Sync you must select how to deal with unmatched entries from either side of the sync. This process also deals with client entries that were matched in error. Identifying Unmatched Entries: Redtail CRM If automatic ...
Setting Up the Redtail Client Sync
Once you have Enabled your Redtail Integration you are ready to configure the client sync. Several options for the sync are available which affect how and when data will flow between the two systems. Each of the options are detailed below. To access ...
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 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 ...
Copying a Workflow Template
AdvisorEngine CRM does not have a tool to directly copy a Workflow Template, but making a duplicate Workflow Template can be easily achieved with the following steps. Navigate to Workflow Setup. Click Add New Template. Use the Add Existing drop-down ...