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Version 9.5.0
Release Date: 10/1/2025 Enhancements Zeplyn AI Notetaker integration is now available. Fixes Resolved a case where quick search tags blocked the grid search bar in the workflows grid. Resolved a capture issue with Gmail when emails had labels ...
9/29/2025 Release
Enhancements The Client Portal has been updating, moving risk-based Investment Profiles (formerly "portfolios") to the overview page, accessible as part of the Account they are tied to. The Client Portal view for a client can now be accessed by the ...
Enabling Schwab Batch Files
Firms with Schwab as a custodian must perform the following setup steps at Schwab to ensure that account data is sent to AdvisorEngine from Schwab daily to reflect accurate information. This process need only be performed once. Enabling Daily Batch ...
Creating Trade Restrictions
Trade Restrictions are created from the Trade Restrictions tab of the Investment Management workspace. There are three different categories of restrictions, detailed in this table: Restriction Behavior Options Allow Future Start Date? End Date ...
Trade Restrictions Overview
The Trade Restrictions tab of Investment Management allows you to customize trade-building behavior to meet specific account holder needs. For example, a client may need to avoid trading in the shares of their employer. Or an account holder may wish ...

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, ...
Divorced Clients
From re-registering accounts and transferring assets to continuing the relationship with one or both spouses and family members, there are many tasks to be handled during and after clients become divorced. Below are tips and recommendations to help ...
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 ...

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