EPIC Advisors Integration User Guide

Information about how to get started using the integration capabilities between the Fi360 Toolkit and EPIC Advisors.

I use the EPIC Advisors platform, what will this integration allow me to do?

The integration simplifies the client creation process allowing you to quickly start using the Client Cabinet functionality to generate reports, investment policy statements and more

1) Easily create clients in the Toolkit

  • Automatically create client basic information in the Client Cabinet
  • Automatically populate your clients' holdings and dollar values

2) Automatically update investment dollar values for each client

 

How do I get started using this integration?

NEW TOOLKIT USERS:

To gain access to the Fi360 Toolkit, please request a free trial at the following link, then follow the steps in the rest of this document:

fi360 Toolkit Free Trial

EXISTING TOOLKIT USERS:

If you are already a Toolkit user, please login and follow the instructions below to utilize the integration. 

 

1) Access www.fi360.com in your web browser and select LOGIN 

Enter email address and password to sign in 

 

  

2) Select My Clients (or any Quick Link) to access the Toolkit

 

 

3) Select Integration Partners: Settings>User Settings>Integration Partners

 

 4) Add integration partner 

  

5) Select link to open Release of Information Agreement

 

6) Complete and send to tools@Fi360.com 

 

 7) Select Integration Partner, enter Advisor ID, select Add

Ensure your EPIC Advisors Advisor ID is entered correctly so that we can track your request. If you have more than one Advisor ID, you must repeat this process within Fi360.

 

The status will now read as "Pending" until Fi360 and EPIC Advisors have authorized the data for use in the Toolkit.

 

8) After the status is changed to “Approved”, you will be able to use the integration features

Attachments

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