Portfolio Management Help Center

Recent Articles
7/7/2025 Release
Enhancements Outside account marked as Managed now show under Managed Accounts in the Account Summary card of the Client Portal. Client Portal users can now deactivate their login. This deletes no client data, just removes access to the client ...
6/23/2025 Release
Enhancements A Universal Search tool has been added across the platform for quickly searching clients, households, and accounts. The Manage Clients Dashboard has been replaced with a robust custom reporting tool that draws in data from across the ...
Version 9.1.0
Release Date: 5/28/2025 Enhancements The List Maintenance area has received an overhaul to improve usability and appearance. Issues Resolved Resolved a case where "checkbox" function of the the text editor controls did not load when editing an ...
5/27/2025 Release
Enhancements Account Type and Account Title can now be manually edited on an Account's Overview page to change how they display in the Client Portal and other reporting. Fixes Resolved a case where creating a contact via CRM Sync triggered an error ...
5/08/2025 Release
Enhancements The Household/Client/Account Profile views have had navigation improved, moving Financials and Performance widgets all under a new Investments menu. The Net Worth section of the Client Portal has been moved under Investments. Clicking ...

Popular Articles
Version 8.9.0
Release Date: 4/2/2025 Fixes Resolved a case where setting the landing page as the Prospects Workspace did not function as expected. Corrected certain column names appearing incorrectly in CSV exports from the Workflow Setup grid. Editing multiple ...
Adding New Portfolio Management Users
Users in the AdvisorEngine Portfolio Manager come in two forms: Portfolio Management Users and Client Portal Users. In practical terms, these are the employees of the firm and the firm’s clients or prospects, respectively. The following process adds ...
Important Record Fields
This guide is intended to help you identify a list of fields that we at AdvisorEngine consider to be important for a number of different reasons. The importance could be for compliance purposes, business metrics and analytics, client segmentation, ...
Adding a New Record
Prior to adding a new Record, it's important to know which information you will be storing in each Record. To help you determine which fields you should populate, AdivsorEngine Training has created the Important Fields Best Practice sheet. Tip: The ...
Copying a Workflow Template
AdvisorEngine CRM does not have a tool to directly copy a Workflow Template, but making a duplicate Workflow Template can be easily achieved with the following steps. Navigate to Workflow Setup. Click Add New Template. Use the Add Existing drop-down ...

Portfolio Management Help Center | Home