The Investment Management workspace of AdvisorEngine provides access to a robust series of tools for building and maintaining client target portfolios. The workspace is broken up into nine areas:

Target Portfolios

The Target Portfolios tab provides a location for you to browse, edit, and create Target Portfolios for your clients. See Target Portfolios Overview to learn more.

Model Center

The Model Center tab provides a location for you to browse models available within the platform that can be used to create Target Portfolios. See Model Center Overview to learn more.

Rebalancer

The Rebalancer tab calls attention to Target Portfolios that have met the criteria to be flagged for a potential rebalance, allowing you to review the rebalance options and send in the necessary trades. See Rebalancer Overview to learn more.

Trade Generation

The Trade Generation tab consists of five sub-sections for monitoring and executing trades. See Trade Generation Overview to learn more.

Trade Desk

The Trade Desk tab allows you to create and monitor equity and mutual fund trades. See Trade Desk Overview to learn more.

Cash Management

The Cash Management tab serves to capture all withdrawals and deposits across all accounts. Cash deposits and withdrawals, both recurring and one-time, can be initiated from here. See Cash Management Overview to learn more.

Tax Harvesting

The Tax Harvesting tab is designed to help advisors identify and sell securities in order to offset the amount of capital gains tax due on the sale of other securities. See Tax Harvesting Overview to learn more.

Trade Restrictions

The Trade Restrictions tab allows you to customize trade-building behavior to meet specific account holder needs. Exclusion, Substitution, and Equivalent Security rules are set here. See Trade Restrictions Overview to learn more.

Tax Transitions

The Tax Transitions tab allows you to view the progress and schedule of current tax transition plans.

Grid Controls

The majority of pages in the Investment Management tab contain grids of information. With exceptions noted in the specific sections, these grids contain many common controls that function the same across all grids. These common controls are described below:

Search

Grids containing a search box can be used to quickly find or narrow your results. The specific search field is noted in each search box, such as Target Name or Brokerage Account Number. Grids update dynamically as you enter search criteria. Clear the search box to return to the full view.

Refresh

Most grids have a Refresh button to refresh the list without having to refresh the entire page. The location of the icon can vary by page.

Filter

Most grids have Filter controls, allowing you to apply search criteria to the grid to narrow results. The specific criteria available to filter by varies by grid and is noted in the individual help article.

Sort

Click any column header to sort by the contents of that column in ascending order. Click the column header again to sort in descending order. Click a third time to remove the sort.

Page Controls

In the upper right of most grids are standard page controls. Select how many rows per page to view or navigate between pages using these controls.

Column Chooser

Click in the upper right of the grid to rearrange or hide/show grid columns when available.

Select, Select Page, Select All

Many grids have checkboxes at the start of each line item. Use these boxes to select multiple items for bulk operations.

Selecting the checkbox in the upper left of the grid will select the entire content of the current page of the grid.

Selecting the current page will present a new option to Select All ### where ### is the total number of entries in all pages of the current grid.