Adding New Contacts

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 creating a Proposal or opening an Account:

  1. Navigate to Communicate > Contacts.
  2. Click + New Contact.
  3. Fill in the relevant details in the Contact Information form. First Name, Last Name, and Advisor Code are required.
  4. Click Save.

    • Related Articles

    • 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 New Platform Users

      Users in AdvisorEngine come in two forms: Users of the Wealth Platform itself (Wealth Platform Users) and Users of the Client Portal (End-Client Users). In practical terms, these are the employees of the firm and the firm’s clients or prospects, ...

    • Sending Contacts to CRMs

      Wealthbox Navigate to Communicate > Configuration. Select WeathBox. Enter your Wealthbox credentials and click Save. On the right, click Bulk Sync to send your AdvisorEngine contacts to Wealthbox. If you do not perform a Bulk Sync, only new contacts ...

    • 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 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 ...