AEC Has Updates to AEWM Maintenance Cases, AEWM Trade Portal, and High Net Worth Opportunities

Impacted Teams:

IAM Team Member AEWM Ops HNW Team General AEC User

Here’s what you can expect:

AEWM Maintenance Cases

• Added conditions to the AEWM Maintenance Case Approval process to prevent submitters from approving their own requests.

• Update AEWM Maintenance Case automated emails to cover the new program and correct information in previous messages.

• Updated the AEWM Maintenance Case form to align with new processes and wording for improved IAM Team efficiency. This includes displaying the Case number in the System Information section, adding IncomeLab as a new option in the Program picklist, New AEWM Advisor Status and Account name fields, and IncomeLab Username and Login Temp Password fields.

For more information on AEWM User Request Forms, click HERE.

AEWM Trade Portal

• Added a new ‘AEWM Cashiering Combined’ view to the ‘AEWM Trade Requests’ tab. This view consolidates AEWM Service, AEWM New Business, and AEWM Trade Request records in a single view.

High Net Worth Opportunities

• Added Interdisciplinary Planning as an option in the Pillars multi-select picklist.

Advisor Records

• Updated the AEWM Intake Form Fee Grid section with updated tier rates. New tiers and rates have been added to AEC intake forms.

• Added a Staff Start Date field to Staff Records.