Integrations - Finance Logix

• Overview
• Requirements
• Setup
• SmartOffice Setup
• Finance Logix Setup
• Using the Integration

Note: Finance Logix was purchased by Envestnet and no longer exists as a separate product. For that reason, this integration is under review and may no longer function as described below..

Overview

The Finance Logix integration with SmartOffice enables users to import a SmartOffice household's investments into the Finance Logix financial planning application.

Requirements

• Finance Logix account

Setup

SmartOffice Setup

A SmartOffice user with administrator rights must enable the appropriate license for each SmartOffice user who will use the integration.

1. In SmartOffice, select Setup \> User Accounts and access the User Rights content link for the user's account.
2. In the Licenses column, select FinanceLogix in the Integration section.
3. Select Menu \> Save.
4. Repeat these steps for each additional user.

Finance Logix Setup

In Finance Logix, the user must go to the Integrations section and enable the connection to SmartOffice.

Using the Integration

To import a household's data from SmartOffice, the user visits the Integrations section in Finance Logix and opens the Import Data tab. From there, the user can select SmartOffice as the integration partner and search for the household.