Investment Management (Legacy)
Configuring Account Profiles (Legacy)
NOTE: The following documentation applies only to AdvisorEngine clients utilizing the Smartleaf integration. Each portfolio on Smartleaf is associated with a client profile. The Client Profile is basically an electronic Investment Policy Statement ...
Account Requests (Legacy)
NOTE: The following documentation applies only to AdvisorEngine clients utilizing the Smartleaf integration. In Smartleaf, requests are used to help accommodate client requests and mandates. A portfolio's requests are accessible from its portfolio ...
Configuring Filters (Legacy)
NOTE: The following documentation applies only to AdvisorEngine clients utilizing the Smartleaf integration. Smartleaf's filtering capabilities allow you to isolate portfolios that match any combination of over 60 filtering criteria, including ...
Order Status Screen (Legacy)
NOTE: The following documentation applies only to AdvisorEngine clients utilizing the Smartleaf integration. The Order Status screen allows you to view the status of orders that were queued through the Smartleaf rebalancer. How you use this screen ...
Setting a Minimum Cash Requirement (Legacy)
NOTE: The following documentation applies only to AdvisorEngine clients utilizing the Smartleaf integration. Firms utilizing the Smartleaf integration may manually set accounts to keep a certain amount or percentage of cash on hand for regular ...
Misc Holds (Legacy)
NOTE: The following documentation applies only to AdvisorEngine clients utilizing the Smartleaf integration. When reviewing accounts in Smartleaf you may see an account with a suspension status of Misc Hold. What Are Misc Holds? AdvisorEngine ...
Performing Ongoing Tax-Loss Harvesting (Legacy)
NOTE: The following documentation applies only to AdvisorEngine clients utilizing the Smartleaf integration. Firms utilizing the Smartleaf integration may manually set accounts to deliberately perform tax-loss harvesting throughout the year. Note: ...
Setting an Annual Tax Budget (Legacy)
NOTE: The following documentation applies only to AdvisorEngine clients utilizing the Smartleaf integration. Firms utilizing the Smartleaf integration can set an annual tax budget on an account to prevent trades from generating taxes beyond the ...
Performing a Manual Buy or Sell (Legacy)
NOTE: The following documentation applies only to AdvisorEngine clients utilizing the Smartleaf integration. Firms utilizing the Smartleaf integration can create a specific buy or sell for an account. Requests to Buy or Sell Securities allow users to ...
Specified Trades: Creating Targeted Orders Without Rebalancing (Legacy)
NOTE: The following documentation applies only to AdvisorEngine clients utilizing the Smartleaf integration. If a security in a model has been replaced and you wish to swap that security without rebalancing the entire account, firms utilizing the ...
Performing Forced Tax-Loss Harvesting (Legacy)
NOTE: The following documentation applies only to AdvisorEngine clients utilizing the Smartleaf integration. The Forced Tax-loss Harvesting feature allows you to force the sale of tax lots with losses to meet a specified dollar amount, and then ...
Defining a Transition Plan (Legacy)
NOTE: The following documentation applies only to AdvisorEngine clients utilizing the Smartleaf integration. A Transition Plan allow accounts to be transitioned out of existing portfolios into model portfolios over time, reducing the upfront tax ...
Raising Cash for a Withdrawal Request (Legacy)
NOTE: The following documentation applies only to AdvisorEngine clients utilizing the Smartleaf integration. If an investor requests cash and there is not enough cash in the account to fulfill the request, the following steps can be used to raise ...