Portfolio Management Help Center

Recent Articles
Version 9.0.0
Release Date: 4/30/2025 Issues Resolved Dashboard Visualization Card "Opportunities Won by Advisor" now checks the Opportunity Owner field rather than Advisor 1 on the connected Record for ownership. Attempting to delete a Service Level currently in ...
4/28/2025 Release
Enhancements The Client Portal has been enhanced with new navigation and a revamped Overview page. Added a visual indicator when downloading billing invoices. Fixes Resolved a case where a combination of settings in the Holdings page would create an ...
4/10/2025 Release
Enhancements A new report packager page, Performance Details, is now available. The Resource Center (help launcher) has been updated to provide better in-app access to our knowledge base. Fixes Resolved a case that prevented an Advisor's mailing ...
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 ...
AdvisorEngine Learning Center
Looking to learn more about how to use your AdvisorEngine product? All AdvisorEngine users receive complimentary access to the AdvisorEngine Learning Center. The Learning Center allows you to access self-paced training on whichever part of ...

Popular Articles
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, ...
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 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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