Portfolio Management Help Center

Recent Articles
Version 8.5.0
Release Date: 11/13/2024 New Features and Enhancements The Legacy Record view has been officially sunset. All remaining Alerts have been migrated to Reminders for the new view. Dashboard Visualization Cards Opportunities Won by Month and ...
Version 8.4.0
Release Date: 10/15/2024 New Features and Enhancements New Dashboard visualization cards have been added: Opportunities Won by Quarter and Opportunities Won by Month.
Version 8.3.0
Release Date: 9/18/2024 New Features and Enhancements Total Actions Entered dashboard visualization card now has a YTD filter. Issues Resolved Resolved a case where the extended menu options were missing from certain workspaces When using Return to ...
Version 8.2.0
Release Date: 8/21/2024 New Features and Enhancements Refreshing the Dashboard page now stays on the same dashboard view prior to the refresh. Issues Resolved Resolved a case where users could not create a new Webform. Resolved an issue with ...
Version 8.1.0
Release Date: 7/17/2024 New Features and Enhancements The Resource Center has been updated with better access to help documentation and other new features. Enabling the Google Legacy integration now uses Oauth for a more secure experience. (See ...

Popular Articles
New User Module 1-1: Overview of the AdvisorEngine CRM Structure
Before you dive in to learning how do to anything in AdvisorEngine CRM, it can be valuable to learn what the basic components are and how they relate to each other. None of the parts exist in a vacuum; they are all related to other components. ...
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 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 ...

Portfolio Management Help Center | Knowledge Base