Companies/Firms allow you to track details related to companies your firm works with. These include vendors, custodians, financial institutions, COIs, and advisory firms, and employers. You can track Due Diligence, Documents & Contracts, and Activities like emails and phone calls, all in one place.
One feature for Companies/Firms in the Engage Asset Manager App is the Aggregated Information. This is a roll-up, calculated value, based on the related Investor Accounts.
Where can I see Companies/Firms?
To access Companies/Firm go to Menu > Firms > Companies/Firms. You will see a list of all Active Companies, Inactive Companies, or other views that you or your firm create. Each view is searchable, sortable, and filterable. To view specific details of a company, click the Name.
What's in Companies/Firms?
Company Menu
- General
- Address/Phone Details
- Due Diligence
- Documents
- Administrative
- Related
Company Details
- Name
- Company Type
- Primary Contact
- Number of Open Accounts 🔑
- Average Account Size 🔑
- Total Market Value 🔑
- Valuation Date 🔑
Reference Panel
- Employees
- Distribution Channels
- Distribution Teams
- Investor Accounts
- Contracts
Notes
- Underlying Note about the Company. This will be a Note that will always show about this company.
Activities Plus
- Underlying Activities
Aggregated Information
Contributions and Withdrawals, Accounts Opened, and Accounts Closed for the following time periods:
- YTD 🔑
- Rolling 12M 🔑
- Inception to Date 🔑
Address/Phone Details
-
Street 1
-
Street 2
- Street 3
- City
- State/Province
- Zip/Postal Code
- Country
- Phone 1
- Phone 2
- Website
Due Diligence
Documents
- Upload and reference documents related to the Company.
Administrative
- Created On 🔑
- Created By 🔑
- Modified On 🔑
- Modified By 🔑
- Owner
- Include in Rollup (Yes/No)
- Currency
🔑 - Field is calculated, cannot be updated manually.
Related
