Important Record Fields

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, business development, marketing, etc.

You may identify additional fields that are important to your firm. We encourage you to add these fields to your firm’s important Fields checklist.

Note: The screens included in the guide reference the legacy Record view. As the enhanced Record view is finalized, this guide will be updated with new images. The important fields are the same regardless of the view used.

Download a printable PDF guide here:

Important Fields Guide

Preview of the guide contents:

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