Assets Workspace

Assets Workspace

The Assets Workspace Grid gives you access to all Assets (and Liabilities) connected to all your Records in AdvisorEngine CRM. It also is the home to the Asset Data Change Tool.

To navigate to the Asset Workspace, select Assets from the Site Navigation bar or from the Home Screen tile. You may also load a pre-filtered Grid of the last 20 Assets you opened from either location.

Along with other standard Grid features, clicking a row in the Grid will open the Asset details on the Record.

To view Assets for a specific Record, open that Record and navigate to Financials > Asset/Liability.

See Adding an Asset Manually to enter the Assets yourself or Asset Import Overview to set up automated imports from supported third-party asset management providers.

    • Related Articles

    • Making Mass Changes to Assets

      AdvisorEngine CRM allows you to make mass changes to certain Asset fields for the Assets you select. Open the Asset Workspace. From the command bar, click the Tools > Asset Data Change Tool. Select the field you want to change from the drop-down. If ...
    • Record Workspace Overview

      The Record Workspace of AdvisorEngine CRM provides access to a Grid of all accessible Records in your database. The Record Workspace is accessed from the Records tile of the Home screen or by clicking Records > Records from the Site Navigation. Some ...
    • Document Workspace Overview

      The Document Workspace provides a location for you to view all the documents associated with a Record and make any necessary changes. The Document Workspace may be accessed globally or on an individual Record. The global workspace will allow you to ...
    • Linking Assets to Actions

      Like many other components of AdvisorEngine CRM, Assets may be linked to an Action to easily access data about the Asset when reviewing the Action. Please see Linking Items to Actions for general details on how linked items work. To link an Asset to ...
    • Editing or Deleting Assets

      Just like you can manually add an Asset, you can also modify or delete an Asset manually. To modify any Asset, choose the Asset/Liability you wish to modify from the Asset/Liability Grid within a Record or from the Asset Workspace. When the Asset ...