I'd really like to be able to re-date a group of Actions en masse all at once
I know we can reassign a group of Actions from one team member to another, but there seems to be no function to be able to redate them. If there are two dozen recurring Actions that popped over the weekend, on Monday, I'd like to select that "group",
I'd like to be able to send an email from an Action without clicking Edit first
When I open a client Action, I'm often only sending an email. Having to click Edit first, then select email, then click Yes to save what I did not even edit seems excessive. It doesn't make sense to our team why it is necessary to click edit at all. Less
Record Summary Report
It would also be helpful if the following information was included in the Report/Record Summary: +Record Number; +Date of Death; +Notes field for Info Contacts. Thanks for your consideration~
FYI for User Created Roles
It would be really great if we could FYI actions to our user created roles. We are in the process of transitioning clients and it would be helpful if former Advisors had an easy way to receive updates on clients by having a Former Advisor option in the
Record Relationships Report
Add the following fields so we can quickly filter and see which clients belong to which Advisor Owner Group Editor Group Adv 1 Adv 2
Security Question
It would be great if there was a field we could use on the profile cards for a custom security question where we have the ability to establish a custom question and answer for the client profiles to help with authenticating them when they call in. I know
Bi-directional Integration with Hubspot
Please work on integrating with hubspot to automatically import new leads/prospects/clients to Hubspot. If it can be a bidirectional integration, even better.
Checkbox Option in Action Notes
Request for an option to insert a clickable checkbox in the Notes section of Workflows. We would like the team member completing the action to be able to check off step-by-step parts of the Action.
Checkboxes in Actions
I think it would be really beneficial to add clickable check boxes into actions. We use our actions to help our employees follow specific step by step processes for different tasks. If we had clickable check boxes, then they would be able to click the
Scheduling Client Meetings
I would like to see a scheduled client meeting show on the record's/Household profile page and be linked to the calendar item. It would make sense to be able to navigate to a record directly from a meeting on the calendar (instead of navigating to an
Client Contact Notes - Calls, Meetings, Annual Review Etc.
I would like to have client contact notes separated from Actions for easier review. Having to search actions and open the action to view the note is cumbersome. Creating an action in order to simply write a note is also cumbersome. Maybe under the notes
AE Community Forum/Peer group for best practices and solutions.
I'm interested in forming a group of ops managers and support persons in the RIA space who can share best practices and solutions they have for using AE.
Revenue - be able to report split commission
Currently, the revenue report is only looking at ADVISOR 1 and reporting the numbers in that manner. Unfortunately, we are a team that has split commission and therefore the revenue report doesn't reflect the numbers accurately at the practice level.
Revenue import, negative numbers, and Revenue by Type
Currently, when you import the revenue, negative numbers will enter into AE at the record level. HOWEVER, when you click on "Revenue by Type" to make sure your numbers balance, it will not pull any of the records with negative numbers. This does not allow
Outlook Contact Sync - Person 2
We are currently not utilizing the Outlook contact sync because it only connects Person 1 and ignores Person 2. It would be better if the Outlook sync worked based on People not Records - that is, if it pulled every Person 1 and Person 2 as individual
Delete Record - change to Archive or Hide Record
Suggestion: While in a client under Tools/Record Setting/Delete Record - could you rename it to state "archive record" or "hide record". This way people will know that we aren't actually deleting the record. Also, once in "Records" under Tools/Restore
Visual Display of Relationships
It would be so helpful if the Relationships grid was a more user friendly visual display that differentiated between a Record's familial relationships vs COIs/others. For example, if the program could create a simple family tree widget that just filled
More than 2 Client Cards
It would be beneficial to have the option for more than 2 client cards in a record. We have several clients who have a POA that calls in on their behalf. Having another card for those clients so we can link them to the record and keep all the notes, meetings,
Add more than 2 people to a record and more flexibility with Households
We focus a lot on Families. We are like a multifamily office. This means we have relationships with Generation 1, 2, 3 in some cases. It would be nice to see the entire household one the main record page, maybe a widget below. Also, it would be nice to
Phonetic Spelling - Record Name
One of my team members had an idea today - phonetic spelling for the record names. This would be incredibly helpful for a team member that may not be familiar with a client. We add this from time to time in the alert or reminder section but to have a
Deceased
The Deceased is so small on the summary page that often times it gets overlooked. Could you change the color to red or something that stands out.
Tamarac Asset Import - Add Asset Name
We recently switched from Orion to Tamarac. The Orion import brought over the account name as the asset name in AdvisorEngine. The Tamarac asset import would be improved if we could add the account name as the asset name rather than AdvisorEngine assigning
Email Schedule Send
Would love the ability to schedule send an email for the future, like I do with Outlook
App Request
Dear Junxure Team, As technology continues to evolve, we’re seeing AI and mobile solutions become increasingly integrated into the financial services industry. In light of this, we would like to formally request the development and release of a mobile
Mass Opportunity Change Tool
It's difficult cleaning up Opportunities. I recommend a couple of things: 1) Mass Opportunity Change Tool. Being able to select multiple Opportunities to close them or delete them would be very helpful. 2) When looking at an Opportunity, having a "Return
Bulk Action Updates for Opportunities - Grid View
Hi, I noticed that the bulk action feature is available for both Records and Actions, but not for Opportunities. It would be incredibly helpful to have this functionality for Opportunities as well, allowing us to bulk update the statuses for multiple
"Client" Classification
How can the "Client life events" card be cleaned up if I still need the classification of "Client" for the revenue output to work. It seems that the "client" classification has competing demands based on which report/tab/function you are using in AdvisorEngine.
Email Automation in Workflows
It would be great if it were possible to set up a workflow to contain an action that would automatically send an email (template) to the primary email address in the record. For example, all of our clients get a "Welcome" email with required disclosure
Add "Move insurance to another record" to the Records Tools
Occasionally I have the need to move an insurance policy to a different record - either we had it on the Owner's record, but we want to move it to the Insured's record (or vice versa) OR we have insurance entered on the wrong record post divorce. Currently,
eMoney Integration
When will the eMoney integration happen? I see another post on the forum from three years ago but no update from Advisor Engine.
Admin delete "Other Templates"
It would be great if as the administrator if we could delete the "Other Templates" without having to log in as a previous employee/intern, so that we could easily clean up the system of unnecessary noise.
ability to add more than 2 cards per record & allow cards to have different colors
Please add the ability to add more than 2 cards per record (even just up to 4). This would allow us to add Trusted Contacts, DPOAs to a Client Record. If you could also add the ability to change the summary card colors (maybe 3-4 colors), this would allow
under client record workflows - show how many uncompleted actions there are
It would be nice if there was a way to call out how many uncompleted actions there are on a client record. This would bring it to our attention to take care of multiple items at once with the client. Instead of having to sort by completed to get all the
"Edit Action" from Action Grid
When I “Edit Action” from the grid, I can’t mark the action as complete. I can only add a note or change the action details. Can this be considered as a feature enhancement? Would save some clicks and time if I could just edit the action from the grid,
Workflows - printing doesn't keep formatting
We are in the process of reviewing our workflows and I'd like to print them to review what needs to be updated/changed. It would be helpful if the printed workflow would maintain the same formatting that is in the workflow.
Dashboard Cards - please have ability to add Advisor 2
Our firm utilizes the Advisor 2 field on a lot of records. This is helpful when we are transitioning a client to a new advisor. We would love to use you add the Advisor 2 field on some of the Dashboard Cards (specifically these cards: "Total client count
Email Notifications
Hello - I’d like to submit a feature request for your consideration. We would love the ability to enable email notifications tied to task management within the CRM — ideally offering flexibility in how notifications are delivered. Specifically, we envision:
Editor Options
The Editor Group is currently an all or nothing feature. There are certain fields in a record, specifically Team Member Designations, we'd like to be able to lock down individually. Please consider adding this ability to a future release.
Default time spent
When building an action, it would be very helpful to be able to set a default "time spent" for that respective action that the employee can override when they are completing the action if it took them more/less time.
User Defined Fields
It would be great to have another way to organize the fields in this section rather than inputting numbers. Each time I have added a new field, I have to go in and renumber everything if I need it in the middle of the list.
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