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
CAM System – Prospecting Integration
CopyTalk – Note Dictation
Laser App Enterprise & Laser App Anywhere – Insurance & Investment Form Automation
Mobile Assistant – Note Dictation
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
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
DST FAN Mail – Mutual Fund, REIT & VA Transaction Downloads
Morningstar – Portfolio Analysis
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)