Linking AdaptiveWork Portfolios to Advisor Portfolios
When you attempt to link a portfolio from AdaptiveWork to Advisor, and that portfolio does not yet exist in Advisor, the system will attempt to create it automatically.
when linked, the portoflio exists in Advisor, The User should be redirected to the specific Portfolio Dashboard
What Happens During Linking
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Click Link Portfolio to Advisor from the Advisor menu.
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AdaptiveWork sends the portfolio information to Advisor.
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Advisor attempts to create the portfolio and returns a response.
If the Link Is Successful
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The portfolio is created in Advisor.
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The Advisor menu updates to show:
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Unlink Portfolio from Advisor
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Open Advisor
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Advisor begins retrieving data from AdaptiveWork automatically.
If the Link Fails
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The Advisor menu remains unchanged.
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A message appears letting you know the portfolio could not be linked:
"The portfolio could not be linked. Please try again later."
You can try the action again when ready.