Client Dashboards and Reporting
Exporting Reports to CSV
Alert: The following feature is in pilot and may not yet be available to all firms. Note: The All Reports Dashboard and the Reports within should not be confused with the Report Packager and the PDF Report Packages created by the Report Packager. Any ...
Sharing Reports
Alert: The following feature is in pilot and may not yet be available to all firms. Note: The All Reports Dashboard and the Reports within should not be confused with the Report Packager and the PDF Report Packages created by the Report Packager. Any ...
Editing Reports
Alert: The following feature is in pilot and may not yet be available to all firms. Note: The All Reports Dashboard and the Reports within should not be confused with the Report Packager and the PDF Report Packages created by the Report Packager. ...
Viewing Reports
Alert: The following feature is in pilot and may not yet be available to all firms. Note: The All Reports Dashboard and the Reports within should not be confused with the Report Packager and the PDF Report Packages created by the Report Packager. ...
All Reports Dashboard Overview
Alert: The following feature is in pilot and may not yet be available to all firms. Note: The All Reports Dashboard and the Reports within should not be confused with the Report Packager and the PDF Report Packages created by the Report Packager. The ...
Universal Search
Alert: The following feature is in pilot and may not yet be available to all firms. The Universal Search bar sits at the top of most pages in the Portfolio Management Suite, allowing you to quickly find and load the profile of a client, household, or ...
Performance Benchmarks: Setting Default Performance Periods
Firms are able to customize which default performance periods are available in many of the areas that performance reporting is available. The intervals can be customized individually for the following areas: Client Portal Portfolio Management ...
Switching Performance between Net- or Gross-of-Fees
By default, all enabled performance reporting is shown net of fees. This can be toggled at the account, client, or household level to gross of fees if desired. Note that this will only apply if performance reporting is enabled for the account, ...
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 ...
Search Performance Report
The Search Performance report allows you to globally view period performance across all of your accounts in the Portfolio Manager based on a number of configurable filters. Access the Search Performance report by navigating to Manage Clients > ...
Search Holdings Report
The Search Holdings report allows you to find all accounts that currently hold (or held) certain positions as well as a sum total of that position across the filtered accounts holding it. Access the Search Holdings report by navigating to Manage ...
Search Transactions Report
The Search Transactions report allows you to globally search transactions across all of your accounts in the Portfolio Manager based on a number of configurable filters. Access the Search Transactions report by navigating to Manage Clients > Reports ...
Report Packager Overview
The Report Packager allows you to create consistent reporting across your clients at regular intervals. Through the setup process, the report structure is created, allowing you to decide which data to present to your client in the order you choose. ...
Report Packager Page Library
This article describes all the available Report Pages that can be added to a Report Package when Creating Report Packages. Available Page Library: Activity Detail Activity Summary Cover Page Custom Advisor Letter Disclaimer Page Holdings Report ...
Performance Benchmarks: Assigning Benchmarks to Models
Advisors can assign a Performance Benchmark to each Model. These benchmarks then display for all accounts or households using the Model. These are in addition to any specific benchmark already designated for a Household as well as the up to three ...
Performance Benchmarks: Assigning Benchmarks to Households
In addition to the three default Total Performance benchmarks that can appear globally in Performance reports, an advisor can designate an additional benchmark at the Household level for any individual Household. Pre-requisites Benchmarking ...
Performance Benchmarks: Setup and Configuration
AdvisorEngine partners with S&P©, Morgan Stanley Capital International© and Bloomberg© to provide widely-used industry standard comparative benchmarks. Authorized persons can administer their comparative performance benchmarks by navigating to Grow ...
Manage Clients > Investments > Performance Details
The Performance Details section of the Investments Menu gives you several paths to drill down into performance data and includes additional options and controls. Note: In the context of the Performance Details Tab, the Inception Date is the date from ...
Setting Up Report Package Defaults
The Report Packager allows firms to establish consistent reporting across all households, clients, and accounts. See Report Packager Overview for details. Setting Up Report Package Defaults Report Package Default settings control the following ...
Creating Report Packages
See Report Packager Overview for information on how Report Packages work before beginning the setup process. To create a Report Package for ongoing use: Navigate to Grow Practice > Customization > Report Packages. Click + Create New in the upper ...
Customizing a Client's Report Packages
By default, a client will receive the company-wide default Report Packages at whichever interval they are set for. It is possible, at the Household, Client, and Account level each, to customize which Report Packages are received or to suppress ...
Manually Running Report Packages
Report Packages are designed to be scheduled and run automatically at intervals for the Accounts, Clients, or Households to which they are assigned. However, it is possible to manually run a Report Package for either an individual Account, Client, or ...
Report Package Audit Features
The Report Packager allows you to view the historical data of each occasion that each Report Package was run. Navigate to Grow Practice > Customization > Report Packages. Locate the Report Package you wish to view data for. Click the expand control ...
Manage Clients Dashboard Overview
The Manage Clients Dashboard (Manage Clients > Dashboard) is where you can access a broad array of all client information from Portfolio Manager or Client Portal. It is viewable at the Household, Client, or Account level. Dashboard Overview Level ...
Manage Clients > Operational Tab
Operational Summary See the progress and status of all opportunities relating to the account, client, or household. Notifications Display any alerts specific for the Household, Client, or Account selected. This functions as a filtered view of the ...
Manage Clients > Communications Tab
Communications The primary section contains a summary of all contact information for the Account Owner, Client, or Household. Tags may be added in the # box as needed. Click the Edit control to change a Client’s contact information. Notes Free-type ...
Manage Clients > Investments Menu
The Investments menu of the Profile navigation menu gives quick access to financial and performance data for the profile selected. Many of the sections have controls to allow you to manipulate the data such as a column chooser, sorting, and grouping. ...
Manage Clients > Overview Tab
The Overview tab summarizes the personal and financial information of a client. Note that the data and widgets available will vary depending on whether you are in Household, Client, or Account view. (See Manage Clients Dashboard Overview for more ...