Integrations
AdvisorEngine Portfolio Management Suite Single Sign On and Direct Links
Firms who use both the AdvisorEngine CRM and Wealth Platform can enable contextual links within the CRM to link directly to relevant locations in the Wealth Platform without needing to open a new tab, log in seperately, and search for the related ...
AdvisorEngine Portfolio Management Suite Position Import
Positions and asset data from the Wealth Platform Clients can be imported into AE CRM automatically each day. This also enables Contextual Account Links within the CRM directly to the Wealth Platform. Enabling the Position Import Prerequisites: The ...
AdvisorEngine Portfolio Management Suite Revenue Import
Revenue data from the Wealth Platform billing engine can be imported into AE CRM automatically each day. This data cannot be edited in the CRM and will not overwrite any existing Revenue data already entered manually or imported from other sources. ...
AdvisorEngine Client Portal Document Sharing
Note: This feature is in pilot and not available to all firms. Firms that have the AE Portfolio Manager product can share documents to clients directly from the CRM or see documents the client has uploaded to their client portal. Prerequisites: The ...
AdvisorEngine Client Portal Document Share with Linked, Copied, or Split Records
Note: This feature is in pilot and not available to all firms. The following document denotes the behavior to expect in each of the listed circumstances for the CRM <-> PMP document share feature. Linked Persons When Linking a Person to More than One ...
Calendly Integration
The AdvisorEngine CRM Calendly integration allows for accepted calendar invitations from Calendly to create Action items within AE CRM, and be updated should those calendar items be rescheduled or cancelled. Whether an Action is created and which ...
Embedding Calendly in Web Forms
After enabling the Calendly Integration with AdvisorEngine CRM, you can embed a calendly event invite into your CRM Web Forms, prompting prospects to immediately schedule time to meet with you. Calendly invites are specific to the AE CRM user that ...
Citrix ShareFile Integration
First Time Setup Alert! Before enabling this integration, you must: Contact Citrix to enable iFrame and xFrame. Set Citrix Security Permissions to add AE CRM as a Trusted domain. Citrix ShareFile integration must be enabled per User in AE CRM. Repeat ...
Citrix ShareFile: Setting Citrix Security Permissions
For the Citrix ShareFile integration to be available in AdvisorEngine CRM, you must configure ShareFile to accept AE CRM as a Trusted domain. Because the url for AE CRM varies, there is a list of domains (below) that must be added. Setting AE CRM as ...
Constant Contact: Getting Started
AdvisorEngine CRM’s integration with Constant Contact allows you to keep your contact information consistent and synced from AE CRM to Constant Contact. You will be able to maintain your contact information in your CRM and jump over to Constant ...
Constant Contact: Features Overview
After you’ve Enabled the Integration and Synchronized Your Databases, you’re ready to take advantage of the features that the Constant Contact integration has to offer. Read below for a list of the advantages of the integration and how to utilize ...
Constant Contact: Synchronizing and Linking Client Lists
Once your AdvisorEngine CRM and Constant Contact accounts are linked through the Initial Setup you can begin to bring the two client lists into sync and link together the Persons on the CRM side with the Contacts from Constant Contact. This process ...
Docupace Integration
The Docupace integration allows users to connect their Docupace storage to AdvisorEngine CRM, allowing files stored in Docupace to be visible within the CRM navigation in the Record Document storage area. To use the Docupace integration with AE CRM ...
Fidelity Integration
AdvisorEngine CRM can SSO (Single Sign On) from the AE CRM home screen to Fidelity Wealthscape, and from linked CRM accounts to the Fidelity Account. To set up the integration the following steps must be completed: Request the Integration through ...
Laser App Anywhere Integration
AdvisorEngine offers an export integration with Laser App Anywhere, allowing you to send Record information directly to Laser App forms. To enable the functionality: Navigate to User > View Profile > User Preferences. Click Edit. Select the checkbox ...
Laser App Enterprise Integration
The Laser App Enterprise integration allows you to temporarily push client data stored in AdvisorEngine CRM Records directly into your locally-installed version of Laser App Enterprise. This article covers the following topics: Enabling the Laser App ...
Laserfiche-Cities Digital: Enable Integration
CAUTION: To use the Laserfiche document integration, you must first Contact AdvisorEngine Support to have the integration enabled for your firm. To use Laserfiche integration in AdvisorEngine CRM, Laserfiche must be configured at the firm level, set ...
Laserfiche-Cities Digital: Record Document Tab
Caution! If you have selected Require Record Classification(s) during setup, each Record that you want to interface with Laserfiche must have a Classification of Client. Navigate to the Record Documents section. The document tab will default to the ...
Laserfiche-Cities Digital: Create, Upload, and Link Documents
Files may be linked between AdvisorEngine CRM and Laserfiche so that they appear in the CRM document grid, but reside in your Laserfiche document storage. Documents may be added/linked in one of two ways: Add an entirely new document (the document ...
Mitel Connect Integration
Mitel Connect users can take advantage of special Mitel applications to enable new features with AdvisorEngine CRM, including a click-to-dial browser plugin and automatic Record opening on incoming calls. Click to Dial The Micloud Connect plug-in for ...
MoneyGuidePro Integration
AdvisorEngine CRM provides an integration with MoneyGuidePro that allows you to export information from AE CRM to MoneyGuidePro. Enabling the Integration The MoneyGuidePro Integration is set up once at the firm level. To enable the integration: ...
MyRepChat Integration
MyRepChat’s integration with AdvisorEngine CRM allows MyRepChat users to pull contact data from AE CRM directly into MyRepChat. It also allows you to have the entire text of your texting conversations through MyRepChat logged in Actions on the CRM ...
Nitrogen: Overview and Setup
Overview/Features AdvisorEngine CRM can import new Nitrogen Records and export new Records to Nitrogen. Firms can also view Nitrogen portfolio and target risk icons on linked Records within AE CRM. Single sign on (SSO) is available from the linked ...
Nitrogen: Importing and Matching Clients
AdvisorEngine CRM can import new Nitrogen Records and export new Records to Nitrogen. Firms can also view Nitrogen portfolio and target risk icons on linked Records within AE CRM. Single sign on (SSO) is available from the linked CRM Record to the ...
Orion Contact Push
The Orion Contact Push integration allows you to send Record Contact Info changes from AdvisorEngine CRM to your Orion Contacts. This is a one-way sync that only pushes info from AE CRM to Orion. Attention! Before beginning the contact push from AE ...
Obtaining Orion API Credentials
Note: The directions here are provided as a courtesy to AdvisorEngine CRM users for enabling the Orion Unattended Asset Import and the Orion Contact Push integrations. The steps below document Orion system functions and are subject to change without ...
PreciseFP Integration
PreciseFP integrates with AdvisorEngine CRM through your PreciseFP account. Visit AdvisorEngine Integration Overview at the PreciseFP help center for full details on enabling the integration.
Schwab OpenView Gateway: Setup
Enabling Schwab OpenView Gateway The Schwab OpenView Gateway integration must be enabled per User in AE CRM. Repeat the following process for each User that wants to use the integration: Navigate to User > View Profile > User Preferences. Click Edit. ...
Schwab OpenView Gateway Alerts Integration
AE CRM can create Workflows automatically based on Schwab OpenView Gateway Alerts. In addition, the integration comes with an entire set of Workflow Templates that can be downloaded into your system. These Workflow Templates are specifically designed ...
Schwab OpenView Gateway: Features and Use
Once a User Profile is enrolled and authorized to access Schwab Advisor Center and Schwab OpenView Gateway, data may be accessed by opening any matched Asset into detail view. Once you have accessed the Asset, click on Custodial Data in the Asset ...
Schwab Openview Gateway: Digital Account Opening
The Digital Account Opening feature of the Schwab integration allows you to pass Person information from AdvisorEngine CRM directly into the Schwab Digital Account Opening form with a single click. Enabling the Feature Within AE CRM, the Digital ...
VoicePro Integration
VoicePro users can take advantage of a VoicePro applecation to enable automatic Record opening on incoming calls. Setup For the integration, you will need to contact VoicePro support to add and configure a browser plugin which directs calls to ...