Knowledge Base Setup and Access

Knowledge Base Setup and Access

Welcome to the AdvisorEngine CRM Help Center! Here you can access Help Articles and FAQ’s to help you use AE CRM to its fullest potential. Additionally, you can create a login for yourself to make and track support tickets should you have any trouble or questions unanswered by the Help Center. This is separate from your AE CRM login.

Creating a Login

  1. In the upper-right of the Help Center, click Sign Up.
  2. Enter your name, a valid email address, and complete the CAPTCHA.
  3. Click Sign Up.
  4. Check your email for a welcome message. In the email, click Accept the Invitation.
  5. You will be redirected back to the Help Center to create your password. Create your password and click Register.

My Area

Selecting My Area from the top navigation of the Help Center allows you to view all tickets you have submitted, organized by their current status.

My Profile

Once you are logged in, the Sign Up and Sign In controls are replaced with your user icon in the upper-right of the Help Center.

Click the icon and select View Profile to see your Community activity or make changes to your profile.

Select Manage Profile adjust your Photo, Name, Display Name, Contact Info, and Time Zone.

    • Related Articles

    • Help Center Setup and Access

      Welcome to the AdvisorEngine Portfolio Manager Help Center! Here you can access Help Articles and FAQ’s to help you use the Portfolio Manager to its fullest potential. Additionally, you can create a login for yourself to make and track support ...

    • Email and Calendar Setup

      Full email and calendar integration with AdvisorEngine CRM requires a one-time setup process. The basic workflow is the same regardless of your provider, but the details will vary between users of Exchange, Microsoft 365, or Google. The Basic Process ...

    • Google (Legacy): User Setup

      After your CRM Admin user has completed the Google (Legacy): Firm Setup, each user can complete the User Setup process below to enable sending email and calendar sync from within AE CRM. After this process is complete, you will need to Install the ...

    • Microsoft Exchange: User Setup

      After your CRM Admin user has completed the Microsoft Exchange: Firm Setup, each user can complete the User Setup process below to enable sending email and calendar sync from within AE CRM. After this process is complete, you will need to Install the ...

    • Service Monitor Setup: Overview

      Setting up the Service Monitor in AdvisorEngine CRM is a relatively straightforward process within the program itself. However, before entering data into the system, much of the actual setup will come in the form of planning exactly how you want to ...