Wealth Platform Support

Recent Articles
Customizing the Client Portal per User
Once a client exists as an End-Client User, you can edit individual settings for their Client Portal if needed. To make Per-User changes for the Client Portal: Navigate to Run Business > User Management > End-Client Access. Locate the client to edit ...
Creating and Inviting Users to the Client Portal
End-Client access to the Client Portal is automatic for anyone who has gone through the prospect flow and created a profile for themselves. For clients who have had accounts opened through the Advisor-led process, access to the Client Portal must be ...
11/13/2023 Release
Platform Resolved a case where users with Administrator privileges could not see full firm-wide KPIs. Run Business > Dashboard > Trends now reflects a more complete count of New Accounts. User Management Added a filter in Run Business > User ...
Exporting and Downloading Report Package Runs
The entire run of a Report Package can be downloaded in a zipped file of all PDFs generated if desired. Navigate to Grow Practice > Customization > Report Packages. Locate the Report Package you want to export. Click the expand control to view all ...
10/16/2023 Release
Platform The visual design of the Platform has been updated. Exports from the Manage Clients > Dashboard now include only the Open Accounts if selected in filter. The Holdings widgets on the Overview Tab of a client/household/account now update ...

Popular Articles
Adding New Wealth Platform Users
Users in the AdvisorEngine Wealth Platform come in two forms: Wealth Platform 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 a new ...
Help Center Setup and Access
Welcome to the AdvisorEngine Platform Help Center! Here you can access Help Articles and FAQ’s to help you use the Platform to its fullest potential. Additionally, you can create a login for yourself to make and track support tickets should you have ...
1/20/2022 Release
Performance Reporting Initial benchmarking release for all platform users now showing S&P 500, Bloomberg U.S. Aggregate Bond Index, and MSCI EAFE index on all graphline tabs and Performance Detail tabs. Integrated interface for capture of benchmark ...
Benchmarks for Client Portal
Advisors can now expose the same comparative benchmarks they see in their advisor platform to their end-clients through the Client Portal. See Performance Settings in Performance Benchmarks: Administration for details on activating this feature. ...
8/29/2022 Release
Billing for Advance/Adjustments • Substantial upgrades have been made to how billing adjustments are handled for advisors who bill in Advance. Financial Planning & Digital Advice • Inline recommendations added for the optimized plan (reduce goal ...

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