Help Center Setup and Access
Welcome to the AdvisorEngine Platform Help Center! Here you can access Help Articles and FAQ’s to help you use the Platform to its fullest potential. Additionally, you can create a login for yourself to make and track support tickets should you have any trouble or questions unanswered by the Help Center. This is separate from your AdvisorEngine login.
Creating a Login
- In the upper-right of the Help Center, click .
- Enter your name, a valid email address, and complete the CAPTCHA.
- Click .
- Check your email for a welcome message. In the email, click .
- You will be redirected back to the Help Center to create your password. Create your password and click .
Selecting My Area from the top navigation of the Help Center allows you to view all tickets you have submitted, organized by their current status.
Once you are logged in, the Sign Up and Sign In controls are replaced with your user icon in the upper-right of the Help Center.
Click the icon and select
to make changes to your profile.
Select adjust your Photo, Name, Display Name, Contact Info, and Time Zone.
The following videos are found throughout the Help Center in their related help articles, but are collected here for easy access. Firm Setup Adding Advisor Codes Adding Advisors Advisor Profile Settings Splitting Advisor Codes Client Portal ...
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 ...
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 platform. Subtenant-specific settings are managed under Run Business > Firm Profile, within the Firm, Template ...
Role Permissions Glossary
The following table is a list of all permission options available for a User Role. Each section is described in detail, followed by the possible available permissions settings for each area: View, Create, Edit, or Delete. Permission Description View ...
Client Portal (OWM) Settings
OWM stands for Online Wealth Management, another term for your Client Portal. Many of these settings will be established by your Onboarding Engineer in onboarding, but you can always come to this section to make edits and changes to the existing ...