Recent Articles
12/8/2025 Release
Enhancements The Advisor now recieves an alert when a Client opens a new account. Additional disclosure details have been added through a link at the bottom of the AE application. If a client's Target has been updated, a service alert is generated to ...
Zapier Integration: Creating Zaps
“Zaps” in Zapier refer to the automation workflows that connect your apps together. Zapier listens for events in one app and uses those events to trigger chosen events in other apps. These are referred to as Triggers and Actions respectively. You can ...
12/1/2025 Release
Enhancements Cash transfer requests from the Client Portal no longer require SSN. Clients using the CRM sync can now see Asset Class and Asset Category from the PM Suite in the CRM Assets. TAMP clients can now upload and include additional documents ...
Version 9.7.0
Release Date: 11/25/2025 Enhancements Opportunity Dashboard cards now include historic data for clients with a Termination Date in the results. Fixes Resolved a case where adding SSN, Country of Citizenship, or State of Residence did not update the ...
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 ...
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, ...
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 ...