Adding Advisors in Bulk

Adding Advisors in Bulk

Adding Advisors to the platform in bulk involves filling out a template spreadsheet and uploading it into AdvisorEngine.

Obtaining the Spreadsheet Template

  1. Navigate to Run Business > Firm Profile > Advisors.
  2. Click + Bulk Advisors.
  3. Click the Template link to download the Spreadsheet Template.


Filling in the Spreadsheet

  1. Open the downloaded file in Microsoft Excel.
  2. Fill in all relevant Advisor detail in the sheet.
    • Note that First Name, Last Name, and Email are required fields.
    • Phone numbers must be a valid 10-digit number with only numbers, spaces, or hyphens.
    • Any Advisor Codes that do not exist will be created on import.
    • If you list an Advisor Code that is already assigned on the platform, it will NOT be reassigned to the imported advisor.
  3. Save and close your edited spreadsheet.

Uploading the completed Spreadsheet

  1. Navigate to Run Business > Firm Profile > Advisors.
  2. Click + Bulk Advisors.
  3. Click Select Advisor List.
  4. Browse your PC for the saved Spreadsheet from above and click Open.
  5. Click Import List. You will be presented with a list of the data to be imported to verify for accuracy. If there are any errors with the data in the spreadsheet you will receive a pop-up warning.
  6. If the data is accurate, click Complete Advisor Setup.

    • Related Articles

    • Adding Advisors

      Though not required, it is suggested to create all relevant Advisor Codes for the Advisor first. Navigate to Run Business > Firm Profile > Advisors. Click + New Advisor in the upper right. The Advisor Profile page opens. Fill in the required fields ...

    • Adding New Contacts in Bulk

      Obtaining the Spreadsheet Template Navigate to Communicate > Contacts. Click + Bulk Upload. Click the Template link to download the Spreadsheet Template. Filling in the Spreadsheet Open the downloaded file in Microsoft Excel. Fill in all relevant ...

    • 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 Wealth Platform to do the same. Reps will be associated with these codes so any accounts that are opened ...

    • Adding New Contacts

      Contacts are the base of all interaction with Prospects and Clients. Contacts can be created directly, imported in bulk, or automatically created as part of the digital onboarding experience. To add a single Contact to the Platform apart from ...

    • Adding and Editing Questionnaires

      Create, edit, and manage questionnaires used for client onboarding in the Questionnaires tab. Prior to creating a Questionnaire, the Questions you want to use must be configured in the Grow Practice > Customization > Questions tab. See Adding and ...