The AdvisorEngine CRM Integration enables a number of sync features from the Portfolio Manager to your AE CRM, including contact sync, revenue numbers, asset and position data, and the ability to move directly from the CRM to the Portfolio Manager from a number of CRM contexts.

Enabling the Integration

1. Navigate to Communicate > Integrations.
2. Click SETUP on the AdvisorEngine CRM tile to open the configuration page.
3. Enable the integration by clicking the toggle in the Integration Status tile.
4. Click AUTHORIZE and enter your AE CRM credentials to initiate the link.

Next Steps

You are now able to Single Sign On from the CRM directly to the Portfolio Manager.

The following sync features can also now be enabled and configured:

• AE CRM Client/Record Sync
• Enable CRM Position Import
• Enable CRM Revenue Import

Checking Sync Status

From the Intergations tab, click the See Details link on the Sync Status line of the AdvisorEngine CRM integration tile.