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 ...
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 ...