Advisors Assistant In-Depth Integrations
In most cases the integration is included with Advisors Assistant, but you will need to own or subscribe to the other software program for the integration to work.
Client Management Module Integrations
AdvisorVault – Client Facing Portal
AdvisorVault is a client portal and document storage system seamlessly integrated with Advisors Assistant. You can easily upload reports from Advisors Assistant to AdvisorVault, and your clients are automatically emailed directly from AdvisorVault announcing the new report.CAM System – Prospecting Integration
The CAM System™ is a web based software program designed to help you manage your financial services practice. It handles the three major areas required to build and manage a successful practice; Activity, Inventory and Relationships. With three simple steps you can organize, analyze and control your practice with unprecedented clarity and efficiency. Enter your goals, sales activity and open case inventory and you’re ready to tap the power of this innovative new system.CopyTalk – Note Dictation
Use Copytalk to dictate notes by phone right after an appointment. You’ll then be emailed the transcribed dictation and using the Outlook Email Archiver the transcription is automatically copied into the Advisors Assistant Notes, or you can easily copy and paste into the notes. Makes note taking faster and easier! Great E&O protection!Laser App Enterprise & Laser App Anywhere – Insurance & Investment Form Automation
Laser App is a Form Automation program that will automatically fill in your applications for you. You’ll save countless hours because all of the redundant data like name, address, tax ID, etc. will be transferred quickly and easily from Advisors Assistant to any of the tens of thousands of forms in the Laser App library.Mobile Assistant – Note Dictation
Mobile Assistant is the efficient, accurate way to document critical client meeting information using our Mobile Dictation service. Mobile Assistant is the easy, fast, secure and extremely accurate way to document client interaction, draft letters, or capture important meeting details.MoneyGuidePro – Financial Planning
MoneyGuidePro provides an exciting new approach to Financial Planning. It replaces the unnecessary complexity of traditional, detailed-cash-flow planning software with a goal-oriented process that is faster, easier and more engaging for the client. Save time by transferring data quickly and easily from Advisors Assistant to MoneyGuidePro.
See MoneyGuidePro in ACTION! Watch our recorded Partner Demo Webinar.
Quik! Forms – Insurance and Investment Form Automation
Quik! Forms Library is a Form Automation program to help you automatically fill in your applications. You’ll save countless hours because all of the redundant data like name, address, etc. will be transferred from Advisors Assistant to forms in the Quik! Forms library.
ReadyDoc – Document Scanning And Management Web Based
ReadyDoc for Advisors Assistant™ offers seamless integration between Advisors Assistant® and ReadyDoc®, a web-based electronic document management system. The result is a powerful combination that converts paper documents to electronic files and automatically links them to each client. There’s minimal data entry, and very little learning curve for Advisors Assistant® users.
Now you can capture documents from within Advisors Assistant®, and store them on the cloud in ReadyDoc®. This easy to use application has all the features and efficiencies of a true Document Imaging and Management System. Additional information is available from the Paperless Office web page.
See ReadyDoc in ACTION! Watch our recorded Partner Demo Webinar.
Additional Client Management Module Integrations
- Docupace – Document Storage & Application Processing
- Google Apps/ G- Suite
- Gmail Archiving
- Calendar Sync
- Contacts Sync
- LaserFiche – Document Management
- Microsoft Excel – Imports & Exports
- Microsoft Outlook
- Email Archiving
- Calendar Sync
- Contacts Sync
- Microsoft Word – Letter & Email Integration
- Mobile Assistant – Notes Dictation
Portfolio Management Integrations
Albridge – Single Sign On and Data Downloads
Albridge Solutions WebServices platform provides a seamless and secure way to pass valuable consolidated client, account and holdings information from the Albridge Solutions database to other critical applications in an advisor’s practice. Advisors Assistant is an Albridge Partner.
Advisors Assistant also has integration with the Albridge Applink platform for fast access to a client’s profile and portfolio information.
DAZL – Mutual Fund Transaction Downloads
DAZL is another source for downloading mutual fund transactions that you’re selling direct with the companies. Click on the logo above to see if DAZL carries your companies. If your companies are on the list, you can purchase the Advisors Assistant Investment Module and DAZL Download to download daily investment transactions into Advisors Assistant.DST FAN Mail – Mutual Fund, REIT & VA Transaction Downloads
If you sell mutual funds and variable annuities direct with the companies, you may be able to download them into Advisors Assistant throughDST FAN Mail. Click on the logo above to see if your companies are available through DST FAN Mail. If your companies are on the list, you can purchase the Advisors Assistant Investment Module and DST Download to download daily investment transactions into Advisors Assistant.Morningstar – Portfolio Analysis
Export portfolio data from Advisors Assistant to Morningstar Advisor Workstation to run analysis reports.
Additional Portfolio Management Integrations
- Arcons billPort – Investment Fee Calculation & Billing
- AdvisoryWorld – Analysis and rebalancing
- Charles Schwab – Investment Transaction Downloads
- DST Vision – Single Sign On into Mutual Fund & Annuity Accounts
- Fidelity NFS – Investment Transaction Downloads
- First Clearing – Investment Transaction Downloads
- FolioFN – Investment Transaction Downloads
- GWN – Investment Positions Downloads
- LPL Financial – Investment Transaction Downloads
- MacroRisk Analytics – Investment Risk Analysis
- Orion Advisor Services – Investment Position Downloads
- Pershing – Investment Transaction Downloads
- Pershing NetX360 – Single Sign On into Pershing Accounts
- RBC – Investment Transaction Downloads
- Sterne Agee Group – Investment Transaction Downloads
- TD Ameritrade – Investment Transaction Downloads
- TD Ameritrade VEO – Investment Position Downloads and Single Sign On into TD Ameritrade Accounts
- Wedbush Morgan – Investment Transaction Downloads
Insurance Management Integrations
- Ameritas Insurance & Annuity Downloads
- Fidelity Assurance of New Zealand Insurance Download
- MassMutual Life Insurance Download
- National Life Insurance Download
- Partners Life New Zealand Insurance Download
Document Management Integrations
ReadyDoc – Document Scanning And Management Web Based
ReadyDoc for Advisors Assistant™ offers seamless integration between Advisors Assistant® and ReadyDoc®, a web-based electronic document management system. The result is a powerful combination that converts paper documents to electronic files and automatically links them to each client. There’s minimal data entry, and very little learning curve for Advisors Assistant® users.
Now you can capture documents from within Advisors Assistant®, and store them on the cloud in ReadyDoc®. This easy to use application has all the features and efficiencies of a true Document Imaging and Management System. Additional information is available from the Paperless Office web page.
See ReadyDoc in ACTION! Watch our recorded Partner Demo Webinar.
Additional Document Management Integrations
- Docupace – Document Storage & Application Processing
- LaserFiche – Document Management (Through Vendor)