Adding New Wealth Platform Users
Users in the AdvisorEngine Wealth Platform come in two forms: Wealth Platform Users and Client Portal Users. In practical terms, these are the employees of the firm and the firm’s clients or prospects, respectively.
The following process adds a new user to the wealth platform.
At the end of this process, new users receive an email to create their password and finish registering. The email is valid for 24 hours. Plan to add new users at a time when they will be able to finish the process promptly.
- Navigate to Run Business > User Management > Users.
- Click .
- Fill in the required fields of First Name, Last Name, Work Email, and Work Phone for the new user.
Enter the Username. This will be the email address that the user will use to log in to the platform and receive communication for setting and resetting the user’s password.
Select the Roles that User has to determine their effective permissions in the platform. See Defining Platform User Roles for more information.
Select the Advisor Code(s) that the user should have access to view data for or select the Adding Advisor Codes for more information. checkbox. This controls which Advisor Code data the user can view and work in, which is different than assigning an Advisor Code to an Advisor for billing and revenue purposes. See
- If your firm uses Two-Factor Authentication (2FA) for login security, set the Work Phone to the cell phone the user will receive the 2FA messages with.
- Fill in any other optional fields as desired.
CAUTION: The checkbox on this page is a special setting for custodian integrations. Only one user at the firm may have this setting and it will be created by your Onboarding Engineer. Do not use this box unless directed by AdvisorEngine support.
The new user will receive an email with a link to complete the registration process and create their password. Again, this link is valid for 24 hours. If the deadline passes before the user can act on the email, you will need to follow the steps for Resetting a User’s Password to resend this email.
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. Adding a New Contact To add a single Contact to the ...
Deleting a Wealth Platform User
To remove a Wealth Platform User: Navigate to Run Business > User Management > Users. Locate the User to delete and click the delete control at the end of the row. Confirm the action by clicking Ok in the pop-up. Warning! This cannot be undone!
Defining Wealth Platform User Roles and Entitlements
User Roles control what parts of the wealth platform a user has access to and at what the user can do in those areas. Each Wealth Platform User can be assigned as many Roles as needed and their effective permissions in the wealth platform will be the ...
Adding and Editing Instruments
Create, edit, and manage Instruments in the Instrument List Page. Instruments are the actual Securities (such as a mutual fund or stock) that make up the building blocks of Models. Instruments are placed into Asset Classes to provide a more generic ...
Adding Rep 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 ...