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How to Connect to Advisors Assistant (AA)

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Ben Cortez
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Many organizations maintain client information in a CRM, such as Advisors Assistant (AA). One of the big benefits of using Quik! is the ability to automatically prefill your CRM data on a form. This means you don't have to manually type information you already know, and you can use that saved time to focus on what really matters. Connect your Advisors Assistant CRM account to Quik! for a seamless data flow from your CRM database onto the forms you launch.

More information regarding Form Automation from Advisor's Assistant can be found here: Form Automation.

 

Before You Start

The integration between Quik! and Advisors Assistant leverages Single Sign-On (SSO) technology, providing users with a seamless and secure authentication experience. With SSO, users can access the Quik! platform directly from Advisors Assistant without needing to re-enter their credentials, simplifying the login process and reducing password fatigue. This connection ensures a secure, centralized authentication system that enhances user convenience while maintaining strict security standards. SSO integration allows teams to focus on their workflows without interruptions by streamlining access, ultimately improving productivity and user experience across both platforms.

 

Important Note:

Before connecting your Advisors Assistant account, sign up for a Quik! App account. You can sign up using this link: https://quikformsapp.com/signup. 

Please confirm that your Advisors Assistant station has the latest version to ensure access to all the fields below.

To determine your current version, click Help and then About in your Advisors Assistant station. Users will see their Program Version listed. Please upgrade to Program Version .177.

Please contact the Advisors Assistant's support team at 800-643-4488 for help getting the latest station update.

 

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Sending Client Data from Advisors Assistant to Quik!

After logging into Advisor's Assistant, navigate to File > User Preferences > Form Automation. 

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Select Quik! Forms and click OK.UserPref_FormAuto.JPG-mh.png

 

From the left sidebar on the Advisor's Assistant Home screen, click Forms. A Quik! Forms App session will launch.
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The first time you launch Quik! from within Advisor's Assistant, you will be prompted for credentials. Subsequent launches will not prompt for credentials.

Congratulations! Your Quik! account is now connected to your Advisor's Assistant account!

 

Using the Quik! App with Advisors Assistant Integration

Now that you’ve successfully set up your connection with Advisors Assistant follow these steps to streamline your workflow in the Quik! App:

  1. Select Forms: Once your client data has been sent to Quik!, click the Choose Forms icon to create your basket of forms.
  2. Client Data Assignment: Typically, users would navigate to the Add People tab to assign roles manually. However, Advisors Assistant automates this step for you, saving time and effort.
  3. Review Forms: Click on the Finalize tab to review your selected forms and ensure accuracy.
  4. Launch Forms: When you're ready, click Launch Forms to open your pre-filled forms in a new window.

Important: Please ensure your browser is configured to allow pop-ups from Quik! to avoid interruptions.

This integration simplifies the workflow, allowing you to focus on delivering value to your clients efficiently.

 

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If you expect more form fields to be prefilled, review Contact > Application Info within Advisor's Assistant. 

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Troubleshooting: 

1. Launch Forms Not Working: If you click the Launch Forms button and nothing happens, please ensure your browser is configured to allow pop-ups from Quik! to avoid interruptions.

 

2. Client Data Not Coming Over: For users integrating with the Quik! App via SSO (e.g., Practifi, Advisors Assistant, Advyzon, etc.), you may encounter issues if you're already logged into the Quik! App in another browser tab. To resolve this:

  1. Log out of the Quik! App completely.
  2. Refresh your integration platform.
  3. Retry pushing the data into the Quik! App.

This ensures a clean connection and prevents authentication conflicts during the data transfer process.

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