Our solution integrates with the most popular platforms used by financial advisers throughout the entire advice workflow.
Follow this step-by-step on how to integrate with Portfoliometrix.
Go to settings <> access the firm process settings section, and click on Portfoliometrix.
Next to Portofoliometrix, click on the support request to set it up, and Advicefront support is alerted to your request.
Check if the Portofoliometrix is enabled as an Integration, the status toggle will be visible, and you will be able to enable it as shown below.
How to manage your Portofoliometrix integration.
*The Client must have an NI number set up in our Fact-find.
*The Client must be set up in PMX with a NI number.
Select your client and choose Risk Profile and then lick request risk questionnaire.
The Client will receive a request to complete the Questionnaire by email. They will need to log into our solution to complete it. Then, they will be taken to the Portofoliometrix portal by clicking the button.
Once the Client has completed the Questionnaire, you will be notified within our system and by email that the report is ready. It will be shown on the Client's Risk Profile page and stored in Documents/Risk Profiles.
For more information, please visit our official website.
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