Help Center Setup and Access

Help Center Setup and Access

Welcome to the AdvisorEngine Portfolio Manager Help Center! Here you can access Help Articles and FAQ’s to help you use the Portfolio Manager 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

  1. In the upper-right of the Help Center, click Sign Up.
  2. Enter your name, a valid email address, and complete the CAPTCHA.
  3. Click Sign Up.
  4. Check your email for a welcome message. In the email, click Accept the Invitation.
  5. You will be redirected back to the Help Center to create your password. Create your password and click Register.

My Area

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.

My Profile

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 View Profile to make changes to your profile.

Select Manage Profile adjust your Photo, Name, Display Name, Contact Info, and Time Zone.

    • Related Articles

    • Knowledge Base Setup and Access

      Welcome to the AdvisorEngine CRM Help Center! Here you can access Help Articles and FAQ’s to help you use AE CRM to its fullest potential. Additionally, you can create a login for yourself to make and track support tickets should you have any trouble ...
    • Help Launcher Overview

      The AdvisorEngine CRM Help Launcher is available from nearly everywhere in the CRM to assist you with in-app guidance and information. Activating the Help Launcher The Help Launcher is available anywhere in AE CRM that you can see this icon in the ...
    • Email and Calendar Setup

      Full email and calendar integration with AdvisorEngine CRM requires a one-time setup process. The basic workflow is the same regardless of your provider, but the details will vary between users of Exchange, Microsoft 365, or Google. The Basic Process ...
    • Google (Legacy): User Setup

      After your CRM Admin user has completed the Google (Legacy): Firm Setup, each user can complete the User Setup process below to enable sending email and calendar sync from within AE CRM. After this process is complete, you will need to Install the ...
    • Nitrogen: Overview and Setup

      Overview/Features AdvisorEngine CRM can import new Nitrogen Records and export new Records to Nitrogen. Firms can also view Nitrogen portfolio and target risk icons on linked Records within AE CRM. Single sign on (SSO) is available from the linked ...