Integrations - AdvisoryWorld

• Overview
• Requirements
• Setup
• SmartOffice Setup
• AdvisoryWorld Setup
• Using the Integration

Overview

The AdvisoryWorld integration with SmartOffice enables users to export contact and investment account data from SmartOffice into AdvisoryWorld's SCANalytics application.

Once the data is in SCANalytics, the user can perform portfolio and investment analysis, proposal generation, hypothetical illustrations, financial planning and more.

Requirements

• AdvisoryWorld SCANalytics account

Setup

SmartOffice Setup

User Settings

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 AdvisoryWorld in the Integration section.
3. Select Menu \> Save.
4. Repeat these steps for each additional user.

AdvisoryWorld Setup

In AdvisoryWorld, users must go to My Info and enter their SmartOffice credentials. For details, refer to AdvisoryWorld's instructions.

Using the Integration

To export data from SmartOffice into AdvisoryWorld SCANalytics, select a SmartOffice contact or investment account record from a list (or open a contact or investment account record), and then select Menu \> Integrations \> AdvisoryWorld.

Tip: To access the integration more quickly, drag the AdvisoryWorld button to the Custom Button Bar. For more detailed information, see AdvisoryWorld's instructions.