Upgrades to Advance Billing Adjustment Handling
In response to numerous requests, substantial upgrades have been made to how billing adjustments are handled for advisors who bill in Advance. For each billing group, Advisors can designate up to three types of events as triggers that cause Advance ...
Adding New Platform Users
Users in AdvisorEngine come in two forms: Users of the Wealth Platform itself (Wealth Platform Users) and Users of the Client Portal (End-Client Users). In practical terms, these are the employees of the firm and the firm’s clients or prospects, ...
Enhancements The Account Opening process for TD users now features the EFT form and a Move Money form for non-qualified account funding. Wording on Client Portal changes from “Total Net Worth” to “Total Market Value” if the user has any external ...
The following videos are found throughout the Help Center in their related help articles, but are collected here for easy access. Firm Setup Adding Advisor Codes Adding Advisors Advisor Profile Settings Splitting Advisor Codes Client Portal ...
Enhancements Fidelity Firms can now enable or disable the retrieval of documents from Fidelity using a toggle in the Firm section of Run Business > Firm Profile. Documents will appear in the client document lists both in the Platform and on the ...