Defining Investment Objectives
The Investment Objective is a field that you can use on an account to keep track of the account’s overall objective. The available objectives are chosen from a list that your firm defines in List Maintenance.
Once these are defined, you can assign the investment objective to an account on the Manage Clients > Overview Tab of an account.
Defining a New Investment Objective
- Navigate to Run Business > Firm Profile > List Maintenance.
- Click Investment Objective in the Lists menu.
- Click .
- Enter a Value. This is the text that will appear as the Investment Objective itself.
- Enter a Description if desired. This is an internal note to further explain the use of this particular entry.
- Click
to save your changes.
Repeat Steps 3-6 for any other Investment Objectives you need to define.
Setting a Default Investment Objective
You can set one of the Investment Objectives as the Firm Default. This will present it at the top of the selection list whenever you are choosing the Investment Objective for an account.
Click the More menu 
and select to enable.
Repeat this process if needed to set a different default or remove the existing default.
Editing Investment Objectives
If you need to make changes to the text of an Investment Objective or remove one from use, use the More menu and select or as needed.
Related Articles
Defining Substitute Securities
Firms using the SmartLeaf integration can define Substitute Securities for any Instrument they’ve created to assist in tax loss harvesting or legacy fund handling. Note that Named Substitutes can only be designated for ETFs and Mutual Funds. Note: ...Defining a Transition Plan
A Transition Plan allow accounts to be transitioned out of existing portfolios into model portfolios over time, reducing the upfront tax burden to the client. The Transition Plan feature provides control over the turnover of a portfolio, where ...Defining Portfolio Management User Roles and Entitlements
User Roles control what parts of the Portfolio Manager a user has access to and what the user can do in those areas. Each Portfolio Management User can be assigned as many Roles as needed and their effective permissions in the Portfolio Manager will ...Manage Clients > Overview Tab
The Overview tab summarizes the personal and financial information of a client. Note that the data and widgets available will vary depending on whether you are in Household, Client, or Account view. (See Manage Clients Dashboard Overview for more ...3/25/2023 Release
Multi-Custodian Platform The AdvisorEngine Wealth Platform now supports more than one custodian per tenant. This feature must be enabled and set up through AdvisorEngine support. Advisor-led account opening now begins with a prompt to choose a ...