Adding Income or Expenses
AdvisorEngine CRM allows you to track client income and expenses in one location for budgeting purposes. To view or log regular Income or Expenses, navigate to the Financials > Income/Expenses section of a Record.
Note that the Income and Expenses Grid only display one year at a time.
or to add to the currently selected year. An empty row appears for you to enter information in the fields.
The following fields are available:
- Income/Expense Type: Defines where the income/expense originates from.
- Description: Additional details needed to describe the income/expense.
- Amount: Use this and the Frequency column to define the amount of the income or expense.
- Frequency: How often the Amount listed is added/deducted.
- AttribueTo: Applies to Person 1, Person 2, or Joint.
Note that the Monthly, Quarterly, and Annually columns populate automatically based on the data in Amount and Frequency.
Click Add to save your data.
To edit/delete an income or expense, use the Edit and Delete controls next to each row after they have been added.
Manually Adding an Asset or Liability
Assets or Liabilities can be manually added to a Record from the Record Detail page. Assets can also be imported from most portfolio management systems. See Asset Import Overview for more information. Open the Record in Record Detail view. Click ...
Adding or Deleting Asset Import Configurations
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ClientView: Mapping Accounts to Households
When a Position file contains account(s) not yet mapped in the system, they will show up in the Unmapped Accounts tab in Data > Households. Here you can map them to a Client ID. Follow these steps to map new account(s): Go to Data > Households. Click ...
Adding Estate Planning Documents
AdvisorEngine CRM allows you to store estate planning information in one location. Navigate to the Financials > Estate Planning section of a Record to see a Grid of existing Estate documentation. You can add Estate documentation by clicking the Add ...