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AE Command Release Notes

Released: 10 hours ago

AEC July 1.2 & 2.1 Release notes

Exciting Updates for AEWM Operations: Streamline Your Workflow with Our Latest Enhancements!

At AEWM, we believe in transforming complexity into simplicity — and we're excited to announce some highly anticipated updates to elevate your operational experience. These changes are designed with you in mind, streamlining processes, enhancing functionality, and ultimately making your job a breeze!

What’s Changing?

  1. Signature Picklist in Annuity Financial Accounts
    We're adding a new 'Signature' picklist field to the annuity financial account wizard under the Funding section. This will empower you to effectively report and track how transfer forms are signed. Choose from options like E-Signature, Physical Signature, or None.

  2. Brand New NIGO Details Object
    Introducing a dedicated NIGO Details tab for AEWM New Business and Service cases. This tab includes a comprehensive data grid for easy reference to case numbers, NIGO documents, reasons, statuses, and more.

  3. Case Owner Field Retention
    No more ownership confusion when cases close! With our new update, the case owner field will remain assigned to you — even when cases transition to “Closed.”

Who’s Impacted and Why It’s Important!

These updates directly impact the Annuity Operations Team and AEWM Operations Team, enhancing efficiency by refining processes and providing greater clarity in daily tasks.

  • Enhanced Reporting & Tracking: Track forms and documents with new reporting features, providing better insights and decision-making capabilities.

  • Improved User Experience: Keeping case ownership intact ensures seamless reporting and accountability.

  • Greater Efficiency: The new NIGO Details improve document handling and status clarity, saving you crucial time and resources.

How to Navigate These New Features

  • Accessing the Signature Picklist: Within your annuity financial account wizard, under the Funding tab, you’ll find the new 'Signature' picklist right between the 'Amount' and 'Replacement?' fields.

  • Exploring the NIGO Details Tab: When you open AEWM New Business or Service cases, the NIGO Details tab will be nestled comfortably between Notes and Open Activities. Use it to sort and view all your NIGO documents efficiently.

  • Retaining Case Ownership: With the new setup, simply close your cases without worrying about changes in ownership – it stays with you!

These updates are live and ready to enhance your workflow. Dive in now and experience how AEWM's latest enhancements will make your operational tasks more intuitive and efficient.

 Staff University offers comprehensive guides and trainings, tailored to maximize your understanding and utilization of the new features. Navigate to the Staff University portal and access a wealth of materials at your convenience.
Released: 1 month ago

AEC 2.2 - June 2025 Release notes

AE Command Enhancements for Quality Review, Concierge Support, and Gift Visibility

We're excited to unveil our latest enhancements designed to significantly boost efficiency and clarity for our internal users. These updates promise to revolutionize how you navigate and manage compliance and advisor records, ensuring that you stay ahead of any potential challenges and continue delivering top-tier service.

What's Changing?

  1. Quality Review Improvements

    • New Fields: Introducing the 'Quality Review Status' dropdown with options to mark reviews as Passed or Failed, alongside a 'Quality Review Notes' section for comprehensive documentation.

    • Renaming Changes: 'Quality Approver' is now 'Quality Reviewer', and 'Quality Approved Date/Time' becomes 'Quality Review Date/Time'. These fields will auto-update with relevant user interactions, streamlining the review process.

    • Impact: Compliance and App Support teams will experience a more fluid review process, allowing for precise tracking and historical data, crucial for maintaining compliance standards.

  2. Compliance Concierge Role

    • Advisor Record Enhancement: A new 'Compliance Concierge' role is now available under the AE Teams section for elite Advisor offices.

    • Impact: Provides a dedicated resource for Legends & elite Advisor offices, enhancing service quality through a tailored compliance support approach.

  3. First Annuity Application Task Automation

    • ASM Notification: Automatic task creation for Advisor Service Managers when agents submit their first annuity applications.

    • Impact: Ensures timely attention and support for first-time annuity submissions, enhancing service responsiveness.

  4. Gift Tab Updates

    • New Dropdown Values: The 'Gift Reason' now includes 'Make A Difference', 'Corp – Existing', 'Corp – Recruiting', and 'Other', with a reordering to prioritize 'Make A Difference'.

    • Impact: Improves visibility and reporting on advisor gifts, streamlining internal tracking and resource optimization.

Why Is It Important?

These enhancements are pivotal in scaling up our advisory services, optimizing process efficiency, and ensuring we deliver a "white glove" compliance support to our top-tier offices. By automating and refining our internal processes, we boost our capability to deliver exceptional service, heighten compliance oversight, and maintain our reputation as leaders in the industry.

Navigating the New Enhancements

Access these enhancements directly through the AE Command interface:

  • Quality Review Fields: Navigate to the Compliance Cases section and utilize new dropdown options under Additional Info.

  • Compliance Concierge Role: Check the AE Teams component within Advisor records to spot the new role addition.

  • First Annuity Automation: ASM notifications will auto-generate upon an agent's first annuity submission within the AE Teams section.

  • Updated Gifts Tab: Visit the "Gifts" section in advisor records for revamped dropdown selections when entering new gift data.

Stay informed and equipped with AE Command’s latest tools, elevating your capability to serve with excellence. Dive in and experience the enhancements today!

 Staff University offers comprehensive guides and trainings, tailored to maximize your understanding and utilization of the new features. Navigate to the Staff University portal and access a wealth of materials at your convenience.
Released: 1 month ago

AEC 1.2 - June 2025 Release notes

Boost Your Efficiency with AE Command's Exciting Enhancements

AE Command is enhancing your work experience with powerful new updates designed to streamline processes and boost productivity. Dive into these upgrades with ease as we ensure you’re equipped to make the most out of every feature!

What's New?

  • Dashboard Delight: Unlock insights with the new Corp Digi Dashboard. Now featuring four comprehensive reports: Net New Lead Volume, Existing Lead Volume, Net New Quality, and Existing Quality. These reports have been seamlessly integrated into the Annuity Recruiter app. This centralized view lets you monitor and manage your projects more effectively than ever before.

  • Vendor Application Revamp: Explore the updated Use Case fields in the Vendor Application. Not only have the values been renamed to better align with industry standards, but we’ve also added new ones to enhance categorization: Calendaring/Scheduling, CRM and Overlays, Drip/Digital Marketing, and more. It’s now ordered alphabetically for ease of access!

  • Annuity Advisor Status Insights: We've added "Sold Business" to the Annuity Advisor Status Update Reason drop-down list. This enhancement aids in tracking essential advisor movements more accurately, ensuring you have the information you need at your fingertips.

Impact and Importance:

  • These updates impact everyone who uses the Annuity Recruiter app and Vendor Application tools within AE Command. Whether you're involved in Sales, HR, or Annuity Management, expect smoother navigation and improved visibility across various operations.

  • Efficiency and accuracy are vital components of any successful operation. By integrating these enhancements, AE Command empowers you to make data-driven decisions and adapt quickly to industry changes. Our goal is to streamline your tasks while providing you with the comprehensive insights necessary to thrive.

How to Access the New Features:

Corp Digi Dashboard: Navigate to the Annuity Recruiter app within AE Command. Scroll to the bottom of the Annuity Recruiter Dashboard—you’ll find the reports ready to explore!

Updated Vendor Application Use Cases: Access these under the Vendor Application section in AE Command.

Annuity Advisor Status: To utilize the new "Sold Business" option, locate the drop-down list under Annuity Advisor Status Update Reason.

We're excited for you to experience these updates, and we’re here to support your transition. Dive into these enhancements and discover how they make your everyday tasks smoother and more efficient.

 Staff University offers comprehensive guides and trainings, tailored to maximize your understanding and utilization of the new features. Navigate to the Staff University portal and access a wealth of materials at your convenience.
Released: 1 month ago

AEC 1.1 - June 2025 Release notes

Elevate Your Experience: Discover AE Command's Latest Enhancements!

We're thrilled to present new enhancements to AE Command aimed at refining efficiency and enhancing user experience for internal users.

Key Changes:

  • Marketing Dashboard Update: The new "At Risk: <2 events with YoY Paid" report will replace the previous "Protected vs. Non with Agreement Level" report. It helps identify advisors down by 20% YoY with fewer than two events in the past year, enabling proactive engagement strategies.

  • Advisor Profile Improvement: Introducing the "Annuity Case" button on Advisor Contact records for direct annuity case requests, streamlining support processes and saving time with auto-filled fields.

  • Compliance Field Adjustment: The “Ineligible for Archive Only Advertising” field is now correctly placed beneath the “Ineligible for Express Lane” field, ensuring compliance data accuracy.

Impact and Importance:

These changes enhance workflow efficiency, strategic planning, and data accuracy, empowering marketing, compliance teams, and advisor support staff.

Navigational Guidance:

Access these updates through the Marketing Dashboard here, find the "Annuity Case" button on advisor profiles, and verify new field placements in the AE Compliance App.

Welcome the enhancements that promise to unlock new potentials and drive operational success!

 Staff University offers comprehensive guides and trainings, tailored to maximize your understanding and utilization of the new features. Navigate to the Staff University portal and access a wealth of materials at your convenience.
Released: 1 month ago

AEC 2.1 - May 2025 Release notes

Discover Enhanced Efficiency and Precision!

We're excited to announce a series of crucial updates to AE Command that will transform your vendor management experience. Enhancing these capabilities is essential for maintaining robust vendor management practices, ensuring accuracy in every decision, and facilitating streamlined, scalable operations. 

Who is Impacted?

  • Our Marketing Teams will experience an optimized workflow with the improved data tracking capabilities.
  • Vendor Teams and IT App Support teams will also observe enhanced communication and data visibility, leading to improved overall operations.

What's Changing?

Vendor Application Revamp:

  • Addition of new fields — Cancellation Reason and Critical Vendor Yes/No — to the Vendor Application page layout for precise tracking and vendor evaluation.
  • Incorporation of a Preferred App checkbox, allowing you to flag preferred applications effortlessly.\

Improved Usability: 

  • Updated Data Grid layout to include newly added fields ensuring that the most critical information is readily accessible.
  • An AE Marketplace Buyer checkbox has been added in the Services Tab, providing a straightforward way to identify marketplace buyers.

How to Access the New Enhancements?

Access these new features with ease through the Vendor Application interface. Look for the new fields under the "General Info" section on the Vendor Application page. In the Services Tab, find the AE Marketplace Buyer checkbox prominently displayed.
 Staff University offers comprehensive guides and trainings, tailored to maximize your understanding and utilization of the new features. Navigate to the Staff University portal and access a wealth of materials at your convenience.
Released: 2 months ago

AEC 1.1 - May 2025 Release notes

Track Advisor Engagements Efficiently with AE Command’s Latest Updates

We are thrilled to announce transformative enhancements to AE Command, designed to revolutionize your daily operations. These enhancements empower your teams to efficiently track and manage advisor engagements, ensuring all requisite agreements are processed smoothly and timely. By seamlessly integrating these updates into existing workflows, teams will find it easier to manage their daily tasks without missing critical updates.

Who’s Impacted?

  • AEWM Marketing

  • AE Investments Team

  • AEWM Licensing & Registration

  • Application Support

What's Changing?

Our latest updates introduce a revamped AEWM Intake Form meticulously designed for non-AEWM advisors who leverage AE Wealth Management services. Alongside, four new fields have been seamlessly integrated into the Advisor Contact Records, enhancing visibility on start and termination dates for advisors under agreements with AE Investments. Furthermore, AEWM Licensing and Registration case layouts now incorporate fields from the intake forms, streamlining the onboarding process.

Navigating the New Enhancements

  • AEWM Intake Form: Find the new form under the "Action Plans" tab on an advisor’s contact record. It includes essential fields like Advisor Name and AE Investments Model Source.

  • Advisor Contact Records: View the new fields below "Preferred Investments/Strategies" on the AEWM Information layout.

  • Licensing & Registration Case Layouts: Access the fields under the "Details" section to track AE Investments information effectively.

Embrace these enhancements and propel your productivity with AE Command’s latest offerings. Let’s make every interaction an opportunity for efficiency and excellence!

Released: 2 months ago

Portal 3.31 AEC Release Notes Release notes

Unleashing Efficiency: Exciting Changes Coming to AE Command!

Discover the New Era of Compliance Efficiency with AE Command Enhancements!

Say hello to a smarter and more efficient AE Command experience! Our latest update brings impactful changes designed to fine-tune your compliance processes. These enhancements enhance automation, streamline case management, and ensure seamless reporting – the ultimate boost for your workflow efficiency!

What's Changing:

  • Revamped Case Advisor Component: We removed outdated fields and checkboxes and introduced new fields such as AEWM Advisor Status and Broker-Dealer.

  • Improved Status Tracking: Say goodbye to "Pending MOD" and "Pending Media," and welcome the new "Escalated" status to keep things moving smoothly.

  • Optimized Case Sub-Types: New and updated options in case sub-types like "Blog/Article," "Invite/Mailer," and "Snappy Kraken Profile."

Who’s Impacted: These updates will primarily benefit the Compliance team directly. Indirect teams are encouraged to stay informed about potential indirect advantages.

Why It's Important: These enhancements are pivotal in increasing accuracy, updating fields, and automating processes for better reporting. By refining how cases are handled, you can save time and reduce errors, allowing you to focus more on what truly matters.

Explore the Enhancements: Navigate to the updated AE Command platform and experience these improvements firsthand. Explore the new Case Advisor interface, enhanced status options, and updated case types under the "General Advertising" and "Archive Request" sections.

Get ready to embrace an elevated compliance journey with AE Command's latest innovations, designed to make your compliance work faster, easier, and more productive than ever before!

 

Click HERE to view all changes and enhancements in AE Portal.

Released: 2 months ago

AEC 177 Release notes

Introducing: AE Command Enhancements – Streamline Your Workflow!

Who’s Impacted?

  • AEWM Operations: Direct enhancements to improve everyday workflows.

  • Back Office Teams: Enhanced layouts and data grids for better management of cases.

We're thrilled to announce the latest enhancements to AE Command that promise to revolutionize your day-to-day operations. These upgrades have been meticulously crafted to enhance communication, expedite case management, and improve team collaboration. Whether you're in operations, the back office, or cashiering, there's something impactful awaiting you. Here's what you can expect:

What's Changing?

  1. Back Office Upgrades:

    • Say goodbye to Manage Engine headaches! Our new page layout for AEWM Back Office cases will significantly improve email communication, tracking, and reporting, making your workflow seamless and efficient.

  2. Cashiering Queue:

    • A dedicated AEWM Cashiering queue is now in place to help quicken the resolution of issues related to cashiering and wire requests.

Why It's Important?

These enhancements are designed to save you time and effort, ensuring your work is more organized and effective. By optimizing communication and case management, we're helping you focus more on delivering top-notch service. No more sifting through piles of emails or getting stuck in lengthy procedures!

Finding the New Enhancements

Upon logging into the AE Command portal, users can easily navigate to the newly enhanced tabs for Back Office and Cashiering. Look for intuitive interfaces tailored to simplify your daily tasks and increase productivity.

Transform Your Workflow with AE Command Enhancements!

By incorporating these robust features, AE Command continues to lead in efficiency and user satisfaction. Explore these new capabilities today and elevate your work performance.

Click HERE for AE Command instructions.

 

Released: 3 months ago

AEC 176 Release notes

AEC has updates to One-Page Strategic Plans, Advisor Profile, and Compliance Cases

Impacted Teams:

Annuity Marketing Compliance General AEC User

Here’s what you can expect:

One-Page Strategic Plan

  • The Preferred Business Name will now display on one-page strategic plans rather than the full legal name of an individual Advisor to better represent the partnership, improve branding consistency, and enhance ease of use for Advisors.

Advisor Record

  • Added a YouTube field to Advisor profiles.

Carrier Contract

  • Added a ‘Quality Approver' and 'Quality Approved Date/Time' fields on Compliance Cases. The new fields support WORM-compliant recordkeeping and reduce reliance on notes and tracking outside AEC.

  • Removed the option to edit or delete Compliance Case notes. Disabling this option supports WORM-compliant recordkeeping and reduces reliance on notes and tracking outside AEC.

Released: 3 months ago

AEC 175 Release notes

AEC has updates to L&C Onboarding and Carrier Contract

Impacted Teams:

Annuity Marketing Annuity MRM L&C General AEC User

Here’s what you can expect: 

L&C Onboarding

  • Added ‘Incomplete’ as Closed Statuses to differentiate closed statuses more easily.

  • Added the ‘Annuity VP Team’ email to the current workflow to notify when the Line of Business field has ‘Annuity’ selected on entry and the case is submitted.

Carrier Contract

  • Added ‘Contract Change' to Carrier Contracts picklist fields: Annuity Status, Life Status, and Medicare Status.

Technical difficulties? Help is only a phone call away! Contact the Application Support team at 844.540.1200.