Your clients accounts data from Advyzon can be linked into Portfolio Lab. With a linked account, the portfolio data is transferred automatically from Advyzon every time you restart Portfolio Lab.
To activate this integration: [video]
- Sign in to Advyzon and select Settings->Integration, then API access
- Enter and save your Kwanti username (email)
Select Import->Advyzon from Portfolio Lab main screen. To link an account:
- Select a client from the list of contacts
- Select one or more of the client's accounts from the list of accounts
- Click 'Import'
If you select more than one account, their positions will be grouped and the resulting portfolio will have merged positions from the accounts.