Firm Setup and Configuration
Defining Investment Objectives
The Investment Objective is a field that you can use on an account to keep track of the account’s overall objective. The available objectives are chosen from a list that your firm defines in List Maintenance. Once these are defined, you can assign ...
Managing Client Dashboard Widgets
All Widgets within the Manage Clients Dashboard views can be enabled, disabled, and (except the primary view of each tab) rearranged. Changes will affect all users of the Portfolio Manager. Widget Management is located in Run Business > Firm Profile ...
Using the Forms Library
The forms library allows a firm to store PDF documents accessible to all employees. From commonly used forms to employee-facing documents, the library makes it easy for employees to find the forms they need quickly. The Forms Library is accessed from ...
Template Text Glossary
The following table describes which Key when Adding or Editing a Template Text will affect which area of the Client Portal. Key Location Screen About Us Appears on the right side of the Overview tab and after clicking About Us on the bottom-right of ...
Customizing System Messaging (Template Texts)
Template Texts allow the firm to customize nearly all messaging throughout the Client Portal. This creates a Client Portal specific to your firm; one that reflects your processes, tips, and other information you’d like to share. Template Texts is ...
Creating and Configuring Subtenants
The Subtenant feature allows for individual advisors or satellite firms to have their own Client Portals or Billing subsets within the Portfolio Manager. Subtenant-specific settings are managed under Run Business > Firm Profile, within the Firm, ...
Advisor Profile Settings
The Advisor Profile controls contact information that appears on the Client Portal as well as Rep Codes and other Portfolio Manager functionality. After adding an Advisor to the Portfolio Manager, take time to fill in the remaining relevant details ...
Splitting Rep Codes
A split Advisor Code is one that flows all revenue into other established Advisor Codes on a percentage basis you establish. Select or Create a New Advisor Code to function as the split code. Locate the code in Run Business > Firm Profile > Advisors. ...
Adding Advisors
Though not required, it is suggested to create all relevant Advisor Codes for the Advisor first. Adding a Single Advisor Navigate to Run Business > Firm Profile > Advisors. Click + New Advisor in the upper right. The Advisor Profile page opens. Fill ...
Adding Advisor Codes
Advisor Codes, also known as Rep Codes, typically come from the Custodian to establish management of accounts. Advisor Codes are important in the Portfolio Manager to do the same. Reps will be associated with these codes so any accounts that are ...
Firm Profile Settings
The Firm Profile page controls the majority of the basic information and settings for your firm or individual Subtenant. The following sections and fields are available: Caution: Be sure to click Save at the bottom of the page after making any ...