Quik! has mapped our fields to as many AdvisorEngine fields as possible. That said, customers may see fields on a form that they would expect to be prefilled from AdvisorEngine which remains blank even after assigning a person to them on the Add Clients page. There are various reasons why these fields cannot be prefilled from AdvisorEngine, but typically it is because the AdvisorEngine system does not supply enough information to Quik! about these fields so that they can be correctly prefilled on a form.
The list of fields that can be prefilled from AdvisorEngine (assuming the customer has client data entered for them in AdvisorEngine) is found below. This list is subject to change with future releases of the Quik! App.
AdvisorEngine Fields |
|
Annual Income |
|
Business Address (City) |
|
Business Address (Country) |
|
Business Address (Number and Street) |
|
Business Address (State) |
|
Business Address (Zip) |
|
Business Email Address |
|
Business Fax Number |
|
Business Phone Number |
|
Citizenship Country |
|
Date of Birth |
|
Deceased Date |
|
Driver's License (Expiration Date) |
|
Driver's License (ID Number) |
|
Driver's License (Issued Date) |
|
Driver's License (Issuing State) |
|
Employer |
|
Employment Start Date |
|
First Name |
|
Gender |
|
Home Address (City) |
|
Home Address (Country) |
|
Home Address (Number and Street) |
|
Home Address (State) |
|
Home Address (Zip) |
|
Home Email Address |
|
Home Fax Number |
|
Home Phone Number |
|
Investment Experience |
|
Investment Objective |
|
Investment Risk Tolerance |
|
Job Title |
|
Last Name |
|
Liquid Net Worth |
|
Marital Status |
|
Middle Name |
|
Mobile Phone Number |
|
Net Worth |
|
Nickname |
|
Occupation |
|
Prefix / Salutation |
|
Retirement Date |
|
Social Security Number |
|
Suffix |