The class recordings below are suitable for experienced AdvisorEngine users.
Records can be used for a variety of purposes beyond simple client data. In this session, we’ll take a look at the 3 most common types of entity Records (Trusts, 401k’s and Company Records) and look at best practice options for those Records.
In this class you will:
Records are a great way to store all information for a household as your relationship with your clients continues over time. But what about when their own relationships change? Check out this class to see some best ways of keeping Records straight, data clean, and having a solid paper trail for clients in the event of divorces and passing.
In this class you will learn:
Learn how AE CRM can help you:
Being audited can be less intimidating if you have properly populated the appropriate data fields in AE CRM, maintain that data over time, and demonstrate a culture of compliance. In this session we not only discuss what to populate but how to locate and pull the reports that will aid you in preparing for an audit.
Staying on top of RMD information for your clients is essential. In this class you will learn:
Join us as we learn how to leverage AE CRM to effectively manage this ongoing project.
Find out how performing periodic data checks can optimize not only how your system performs, but also how your firm manages client data. If outdated or duplicate information is cluttering your CRM database, it’s time for cleaning! Performing a thorough data check at least once per year helps to ensure AE CRM is running smoothly with the most current data possible. Don’t sacrifice office efficiency by working with inaccurate data!
In this class, you will:
As we highlight CRM features – Record Data Change Tool, Asset Data Change Tool, Grids, Report Assistant, and Document Templates - you’ll see how much a database cleaning can benefit your firm.
CRM Chat was a monthly series designed to provide answers to commonly asked questions, highlight new enhancements and existing features, and engage our users in a regular, interactive forum. Each month, the format and topics are different! Below you will find the list of past CRM Chats and the topics covered.