This article provides connecting Advisers and Firms instructions on how to connect their Intelliflo accounts or networks to the AdvisorStream platform. For more information on the data being passed and the features currently available please reach out to our client success team at AS_Support@Broadridge.com.
AdvisorStream can be connected to Intelliflo via two methods:
- Individual Account Connection
- Enterprise Tenancy Connection
An Individual Account Connection allows you to connect your AdvisorStream account to an Intelliflo account and allow for a Manual synchronization of data.
Enterprise Tenancy Connections are for Firms and Enterprise who wish to connect their networks of advisers at scale using one integration and allows for Automatic syncing of data.
For Enterprise Tenancy Connections available with Enterprise Plans please contact AdvisorStream at firstname.lastname@example.org for further information.
Individual Account Connection Setup
Follow these steps to connect your AdvisorStream and Intelliflo Office accounts.
Step 1: Enable AdvisorStream App using the iO Store
A) Login to your Intelliflo Account at https://www.intelligent-office.net/
B) From the intelliflo office dashboard, using the upper right menu, select “Advisor Workplace” and then from the drop down menu select “iO Store”
C) Using the Search bar at the top, search for AdvisorStream.
D) Click on the AdvisorStream tile to open it.
E) Click on the “Install” button to add the AdvisorStream Connector to your account.
F) Upon successful install, you will see a notification that the app has been installed in the upper right.
Step 2: Activate Integration in AdvisorStream
Log into the AdvisorStream platform using your username and password.
From the main Library, click on your Username in the upper right hand side of the screen to open a drop down menu, and select the first option for Account & Settings.
Using the left hand navigation menu select Integrations
Once Integrations has been selected, you will see a tile with the Intelliflo Logo.
Step 3: Intelliflo Account Authentication
A) Click on the Intelliflo tile to activate the integration and select the button to Connect Account
B) You will be prompted to enter your intelliflo office Account Credentials.
C) You will then see a screen showing checkboxes indicating the required permissions the AdvisorStream app will use to sync your data.
D) Clicking “Yes, Allow” will enable the integration.
Step 4: Sync your Data
Within AdvisorStream, Complete the process by clicking on the button Sync Contacts
When complete, your contacts will appear in a Contact List named Intelliflo Contacts