AdvisorEngine CRM System Requirements

AdvisorEngine CRM System Requirements

Compatible Browsers

  • Google Chrome
  • Microsoft Edge
  • Firefox

Mobile Devices

AE CRM is compatible with the latest two major versions of iOS.

AE CRM is compatible with Android phones and android tablets through Chrome.

Email Integration

Microsoft Exchange (2010, 2013, 2016 and higher with Exchange Web Services enabled) and Gmail (Google Apps for Work, SMTP only) are compatible with AE CRM email integration.

Full email workflow integration (email handling, contact export, some calendar functions) requires a Microsoft 365 subscription or installation of the Junxure Outlook Add-in.

Outlook Add-in

Local installation of Office 2010 or higher installed (32/64 bit versions of Office both compatible).

Windows 7 Pro or Enterprise, Windows 8 Pro or Enterprise, Windows 10 Pro or Enterprise required.

All current .Net framework and Windows critical updates ands applicable Service Packs must be applied.

Note: IMAP and Google Apps are not compatible with the Outlook Add-in

Calendar Integration

Microsoft 365, Microsoft Exchange (2010, 2013, 2016 and higher with Exchange Web Services enabled), and Google Calendar (Google Apps for Work) are compatible with AE CRM.

    • Related Articles

    • AdvisorEngine CRM Training Resources

      Are you totally new to AE CRM? Or do you just feel you could be using it better? The CRM Training Team has resources available for both new and veteran AE CRM users alike. Take a look below at how our team can help you harness your CRM more ...
    • Logging Out of AdvisorEngine CRM

      Users logged in to AdvisorEngine CRM are automatically logged out under any of the following conditions: After the specified amount of idle time set in Firm Preferences. After 15 minutes of idle time with your computer locked or sleeping. Every ...
    • AdvisorEngine CRM Security

      AdvisorEngine CRM data is safe and secure, protected behind enterprise firewalls and advanced security systems, while industry-standard SSL technology authenticates server connections and encrypts all session traffic. AdvisorEngine CRM hosting ...
    • Importing Data from the RDI Tool into AdvisorEngine CRM

      After you’ve run your data through the Record Data Import Tool and received your output, you’re ready to upload the finished CSV file to AdvisorEngine CRM. Importing Your Data Within AE CRM, navigate to Import > Record Data Import from the site ...
    • Managing Access to Areas of AdvisorEngine CRM (Feature Security)

      Feature Security allows the AdvisorEngine CRM firm Administrators to determine which areas and features each User Group has access to. Feature Security is access from Settings > Feature Security from the Site Navigation bar. The Feature Security is ...