AdvisorEngine Portfolio Manager Single Sign On and Direct Links
Firms who use both the AdvisorEngine CRM and Wealth Platform can enable contextual links within the CRM to link directly to relevant locations in the Wealth Platform without needing to open a new tab, log in seperately, and search for the related data.
Enabling the Wealth Platform Integration
The integration link between the Wealth Platform and the CRM is controlled from the Wealth Platform. See Enabling the AdvisorEngine CRM Integration in the Wealth Platform knowledge base for details.
SSO Tile
From within the CRM, a user can directly navigate to their default Wealth Platform landing page using either of the following methods:
- The tile on the CRM home screen.
- From Integrations > AdvisorEngine Wealth Platform on the Site Navigation bar.
Direct Client Link
If the AdvisorEngine CRM Client/Record Sync is enabled in the Wealth Platform and a Person has been matched to a Client in the Wealth Platform, it is possible to go directly from the Record in CRM to the Client in the Wealth Platform.
Prerequistes:
- The Client/Record Sync must be enabled in the Wealth Platform.
- The CRM Person must be linked to a Wealth Platform Client.
- The Person card configuration must have the Integrations item.
- You must not be using the Legacy Record view.
When all of the above criteria are met, click on the Person card to open directly to the Client profile Overview tab in the Wealth Platform for the linked Client.
Account Link
Further contextual links are available from within an asset detail view, provided the account information came over using the Wealth Platform Position Sync integration.
From the Asset Detail view, a drop-down is available between the Financial Account Information and Account Information sections. Select one of the options to be taken directly to the indicated section of the Wealth Platform:
- Financial: Account profile Financial tab.
- Documents: Account profile Operations tab at the Documents widget.
- Performance: Account profile Performance tab.
Related Articles
AdvisorEngine Portfolio Manager Position Import
Positions and asset data from the Wealth Platform Clients can be imported into AE CRM automatically each day. This also enables Contextual Account Links within the CRM directly to the Wealth Platform. Enabling the Position Import Prerequisites: The ...AdvisorEngine Portfolio Manager Revenue Import
Revenue data from the Wealth Platform billing engine can be imported into AE CRM automatically each day. This data cannot be edited in the CRM and will not overwrite any existing Revenue data already entered manually or imported from other sources. ...Creating Single Letters
Launching the Correspondence Editor You can begin drafting an individual letter from multiple areas of AdvisorEngine CRM. Options include: Select a single Record from the Record Workspace. From the toolbar, choose Document > Letter. From within a ...AdvisorEngine Client Portal Document Sharing
Note: This feature is in pilot and not available to all firms. Firms that have the AE Portfolio Manager product can share documents to clients directly from the CRM or see documents the client has uploaded to their client portal. Prerequisites: The ...Sending Single Emails
Note: Your email integration must be set up before this function is available. See Email and Calendar Setup for instructions on enabling this feature. Launching the Email Editor You can begin drafting an individual email from multiple areas of ...