Learn More About User Management

User Management helps you keep your sensitive data secure by controlling access to specific program areas, accounts, and PDF templates in Advisor View. You can create user groups and then set up roles and assignments that tell Advisor View which users or groups are allowed to perform certain tasks in the program.

Synchronize Account Data With Advisor Rebalancing

Advisor View synchronizes data with Advisor Rebalancing. You can select individual accounts for synchronization after the main daily synchronization has occurred.

Synchronize Data from Portfolio Accounting System

Advisor View synchronizes data with your portfolio accounting system. During the synchronization process, Advisor View imports account and security details as well as transactions and prices for the number of days you specify.

System Settings

On the System Settings page, you can customize settings such as the display of your accounts and the PDF batch size.

Manage Your Profile Information

Set up your user profile, including a photo, phone numbers, mailing and email addresses, personal biography, professional certifications, and more.

Change Your Password

Change the password you use to access Advisor View.

Require Challenge Questions or Mobile Phone Codes to Sign In (Dual Factor Authentication)

Dual factor authentication (DFA) protects against unauthorized logins or account break-ins. When advisors and clients log in from an unrecognized device, you can require them to answer challenge questions or, if the SMS feature has been enabled for your firm, you can require them to enter a code sent to their mobile phone.

Client Portal Security

The last step in setting up a client portal is to enable portal access. You can do this individually or for multiple client records, and you can send password reset emails to clients who forget their logins, all through our secure password creation process.

Session Timeouts

Learn more about how long a session lasts, what happens when it ends, and how to change the session duration.

Best Practices for When a Client Passes Away

Learn the steps for closing an account when a client passes away.

Schedule Recurring Custom Uploads

Learn how to set up a recurring upload for uploads you do frequently.