Integrations
Enabling the AdvisorEngine CRM Integration
The AdvisorEngine CRM Integration enables a number of sync features from the Portfolio Manager to your AE CRM, including contact sync, revenue numbers, asset and position data, and the ability to move directly from the CRM to the Portfolio Manager ...
Setting Up the AdvisorEngine CRM Client/Record Sync
Once you have Enabled your AdvisorEngine CRM Integration you are ready to configure the Client/Record sync. Several options for the sync are available which affect how and when data will flow between the two systems. Each of the options are detailed ...
Matching Clients from AdvisorEngine CRM Client/Record Sync
When Setting Up the AdvisorEngine CRM Client/Record Sync you must select how to deal with unmatched entries from either side of the sync. This process also deals with Client/Record entries that were matched in error. Identifying Unmatched Entries: ...