Notifications Overview
Notifications, triggered by Alerts, let you know when specific events have occurred within the AdvisorEngine software or at the custodian. These notifications are shown within AdvisorEngine and many of them can be set to send an email when triggered if needed.
Alert Types
Notifications come in the form of Cash, Account, Trade, or Service Alerts.
- Cash: Reflects changes in a client’s account balance, including New Funding, Cash In, Cash out, and preemptive low balance notifications.
- Account: Includes all account-specific actions or updates around New Accounts, Closed Accounts, Transfers, and Client information changes.
- Trade: Triggered for any trade-related execution for applicable accounts, including Orders Filled, Trade Confirms, and Options (if applicable).
- Service: Cover all alerts not included in the previous 3 categories.
- Archived: Any service alerts that have been moved to an Archived status.
Viewing Notifications
Notifications are accessed either by navigating to Manage Clients > Notifications or by clicking the notification alert in the upper-right of the Portfolio Management Suite 
. The number on the bell indicates how many unread notifications you have.
See Viewing Notifications for more details.
Customizing Notification Preferences
Each user can customize which notifications they receive and whether or not an email notification is sent if available.
See Customizing Notification Preferences for more details.
Related Articles
Setting Up Client Portal Notifications
Notifications appear on the right-hand sidebar of the Client Portal while on the Overview tab. Primary notifications on the Client Portal are automatically provided and controlled by the Portfolio Manager. You may also add and push Secondary ...Manage Clients Dashboard Overview
The Manage Clients Dashboard is your home to create and view dynamic reports of data across your client base, from lists of clients, accounts, households, holdings, performance, and more. Each report can be completely customized to quickly and ...Viewing Notifications
Any time the criteria for an Alert is met, a Notification is generated if you have that alert enabled in your Notification Preferences. The Notifications dashboard allows you to view the notification, see associated details and take appropriate ...Set Up Birthday Notifications
To get a notification the day of a client’s birthday, create a Recurring Action for each Person that will trigger on or before the birthday. Preparations To keep these notification Actions easily separated from the rest of the Actions in your system, ...Actions Overview
What Is an Action? Actions are an extremely powerful and flexible component of AdvisorEngine CRM to help you track everything your firm does. The short definition of an Action would be “Anything you do on, or behalf of a Record.” As such, every ...