• 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

  • 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

  • Integration Request for eMoney

    it would be nice to share data and between Junxure and eMoney for planning purposes

  • Tax Information - Add More Fields

    Currently our team uses multiple spreadsheets to analyze our data but with Advisor Engine’s reporting, sorting, and archiving features in the tax section we have been migrating our data here. There are a few fields I added as a “user defined field” but

  • Manage Users - Allow the set of User Groups when adding a new user

    Hello Currently, when adding a new user you have to save the user and then re-open to add the User Groups. It would be awesome if we could add the user groups when creating the user.

  • Service Monitor Mapping

    Is there a way to make the services assigned to a service level contingent upon each other, so that when one service is completed there is a selected frequency established between services where the 'next service due' will automatically update with the

  • Too Hard to Open Knowledge Base

    Since a recent update, I've noticed it's extremely hard to open the full knowledge base. All I see is the little drop down box to search and then when I click on a topic, it continues to show the answers in the little drop down box. Please put back the

  • Include Screenshots within notes

    Could a feature to enable screenshots be included in notes?

  • Zoom Phone Integration?

    Are there plans for a Zoom Phone integration? When using Zoom Phone, it would be helpful to have a caller's AE record automatically open as it does with the Mitel Connect app.

  • Income / Expense report

    We have used an Excel model for many years to record and report client balance sheet items and income items for cash flow. We are trying to move away from Excel. The Asset/Liability section is a decent alternative for balance sheet items and reporting

  • Dashboards for "employees" allow only active employees to show

    We have been long time users of Junxure Desktop/Advisor Engine and have a lot of employees (past & present) in the system. Specifically on the Dashboard: "Past due actions by employee," it would be very helpful to have an option to only show active employees.

  • Customization on Dashboard Cards

    The Dashboard has been really helpful using the cards to view changes or updates on a macro level. For Client Contact Trends or Clients - out of contact it would be helpful to be able to filter by more than the three default types. It could be beneficial

  • Zoom Phone

    Zoom Phone – Cloud VoIP Phone Services integration

  • "Client Demographics" card on the Dashboard

    For those of us that don't input client revenue into Advisor Engine, it would be nice to still be able to use the "Client Demographics" card on the Dashboard. Would you please consider not requiring revenue, so we can still utilize the demographics in

  • Interface with Jump App

    We would like to see an interface with the Jump app for AI meeting notetaking. Jump has had preliminary discussions with AE, but nothing has been officially announced yet.

  • Update Due Date from Dashboard View

    It would be convenient if we could update the due date from the 3 dots on the right-hand side for an action from the Dashboard View without having to go into each individual action. We sometimes have multiple activities listed that need to be moved in

  • Complete Parent

    Our firm would like to modify "Complete Parent" so that it can be inactivated or assigned to specific people in order to avoid someone accidentally closing a workflow that hasn't been completed.

  • Assigned Tasks

    It would be helpful when assigning tasks to have additional drop-down fields instead of just having the "completed" checkbox. Some that could be helpful would be "on hold", "in-progress", "cancelled", etc. I used another program with these selections,

  • Edit Due Dates from Dashboard

    Can an option be added to the Actions on the Dashboard page so we can move the Due Date for an Action from that screen? It would save us time from having to click into each individual action and edit separately. There are often times we need to move an

  • Holistiplan Integration

    Are there plans to integrate Holistiplan with AdvisorEngine CRM? Holistiplan is a relatively new tax return review software which currently integrates with Wealthbox and Redtail. My firm uses Holistiplan and would like the ability to import client tax

  • Meeting Monitor Request - "Date Became Client" Field

    In the Meeting Monitor report, please add the "Date Became Client" field as a choice. The date would be helpful for us when sorting the list.

  • Default Font Size

    Please make a feature that allows you to set a default font size. 8.5 is much too small for most.

  • Asset Import - Additional layer of data check

    A huge limitation to the way the Asset Import from Albridge works is that the system ONLY looks at account numbers when updating positions. We have run into an issue at least a half a dozen times now where two different clients will have accounts at different

  • Dashboard (workable list) for Actions Created and Actions Completed

    We would like 'workable' lists for 'actions created' and 'actions completed' so that we can click each action in the list and be taken to a new window. We understand we can create grid templates to view lists of actions created and actions completed but

  • Relationship to Record as column

    I would like to see the addition of the Relationship to Record data be available as a column option in a Grid or Report. Seems the usefulness of it is limited when it can't be added to a Report.

  • Interface with Jump app

    We are considering employing the Jump app. They say that AE is working on an integration with Jump. Would love to see it happen.

  • Additional Alerts and/or Custom Alerts

    It would be helpful if there were additional alert types we could pick from or a way to create custom alerts. For example, we would like for our operations manager to be alerted every time an action is created or completed.

  • Completed, Canceled or Failed

    It would be great to have the option to not only mark an action Completed, but instead canceled or failed. Sometimes the client fails to complete the action and it would be nice to mark this action as Failed. And sometimes the client decided to cancel

  • Revenue Import - show rows that didn't match and increase the number of rows

    It would be great if the "Revenue Import" would let us know which rows did not match and why (account number not found or revenue type not found). Just stating how many rows didn't import is not sufficient. Also, I have learned today that the maximum

  • Insights Dashboard Item - Clients by CSR

    Add functionality to see Clients by CSR similar to Clients by Advisor

  • Dashboard - Client Life Events - add to date options

    We send birthday and anniversary cards to clients, but we need to be able to pull the list a month in advance in order to have everything ready in time. It would be great if the Client Life Events dashboard tile had an option for "Next Month" - not just

  • Completed tasks - email when completed

    I don't have time to keep checking to see if tasks I have assigned are completed. It would be nice if the program emailed me if a task was completed.

  • Link more than two individuals to a company/business record

    It would helpful to be able to link more than two individuals to a company/business record. I have several business clients that have more than two owners - Being able to link them all would be ideal. I co[pied this from a prior post so it can be voted

  • Email Alerts/Notifications

    hello Our Compliance and Operations Department do not use Advisor Engine. In order for them to use Advisor Engine, they would have to receive an email notification that an Action was created for them. This would be a great feature to have per person or

  • Add Advisor 3 to Action Workspace

    Please add advisor 3 to action workspace so we can view advisor 3's actions easily in the action workspace.

  • Filter the Dashboard Card: Clients - Out of Contact

    The dashboard card for "Clients - Out of Contact" only filters by date range or advisor. It would be nice to also filter by type of contact. For example, to exclude emails and only look at the last action type for a phone or meeting. Our firm sometimes

  • Widen the Record Tiles, Please!

    I am glad to see that emails now wrap instead of being cut off, and there is a new copy feature. But can you please widen the record tiles so that most emails don't wrap? Thanks

  • GoToConnect / Jive Integration

    GoToConnect is a unified phone and meeting software by LogMeIn. It would be nice to have an integration that does the following. Screen Pop - Customer information and note history automatically Pop Up with incoming and out-going calls. Automated Call

  • Medicare Eligibility

    Create a dashboard using the DOB for the Contact cards to remind us of Medicare eligibility. Showing the 3 months prior to 65 and 3 months after. Currently we just filter a search grid under the records for both, and merge it into one excel, it works

  • Import Changes to Custom Fields

    I thought I saw this mentioned somewhere, but can't find it now. Are there plans to allow us to update custom fields via an import? It's a pain to have to edit each record one by one. Thanks!

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