The Advisors Assistant integration works differently than other CRMs. Instead of Quik! pulling data from Advisors Assistant, Advisors Assistant pushes data into Quik! using SSO (Single Sign-On).
This article explains which fields can be prefilled and how to ensure you have the correct setup. Intended for users integrating Advisors Assistant with Quik!.
💡 For more on CRM integrations, see How to Connect a CRM to Quik!.
Prerequisites
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Advisors Assistant installed and configured on your station
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Client data already entered in Advisors Assistant
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Advisors Assistant Program Version .177 or higher
Step-by-Step Instructions
1. Confirm Your Advisors Assistant Version
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Open your Advisors Assistant station.
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Click Help in the top menu.
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Select About.
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Look for your Program Version.
If your version is below .177, contact Advisors Assistant support to update your station.
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Advisors Assistant Fields |
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Bank Account Number |
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Bank Account Type |
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Bank Address (City) |
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Bank Address (Number and Street) |
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Bank Address (State) |
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Bank Address (Suite/Unit) |
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Bank Name |
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Bank Routing Number |
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Business / Employer Address (City) |
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Business / Employer Address (Country) |
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Business / Employer Address (Number and Street) |
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Business / Employer Address (State) |
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Business / Employer Address (Suite/Unit) |
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Business / Employer Address (Zip) |
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Business / Employer Fax |
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Business / Employer Name |
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Business / Employer Phone |
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Business / Employer Phone Extension |
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Citizenship Country |
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Date of Birth |
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Driver's License (Expiration Date) |
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Driver's License (ID Number) |
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Driver's License (Issued Date) |
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Driver's License (Issuing State) |
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Estimated Net Worth ($) |
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First Name |
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Gender |
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Home Address (City) |
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Home Address (Country) |
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Home Address (Number and Street) |
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Home Address (State) |
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Home Address (Suite/Unit) |
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Home Address (Zip) |
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Home Email Address |
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Home Phone Number |
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Last Name |
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Marital Status |
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Middle Name |
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Mobile Phone Number |
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Name Salutation (Mr., Mrs., etc.) |
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Name Suffix (Jr., Sr., etc.) |
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Number of Dependents |
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Occupation |
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Passport (Expiration Date) |
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Passport (ID Number) |
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Passport (Issued Date) |
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Residency Status |
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Social Security Number |
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Tax Bracket (%) |
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Tobacco |
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Total Income |
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Trust Address (City) |
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Trust Address (Country) |
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Trust Address (Number and Street) |
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Trust Address (State) |
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Trust Address (Suite/Unit) |
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Trust Address (Zip) |
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Trust Date |
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Trust Name |