Integrations
- Advisor Integration
- Advisor Integration Overview
- Configuring Advisor Integration at the Organization level
- Managing Advisor Access for Users
- Control Profile access for Advisor Menu actions
- Accessing Advisor from an AdaptiveWork Portfolio
- Linking AdaptiveWork Portfolios to Advisor Portfolios
- Refreshing AdaptiveWork data from Advisor
- Unlinking AdaptiveWork to Advisor
- SSO and User Provisioning
- Active Directory User Sync v2
- Authentication With Identity Providers (SSO)
- Automatic Allocation of Requestor Licenses to New or Suspended Users via SSO Login
- Cloud-Based User Provisioning with Microsoft Azure Active Directory
- Cloud-Based User Provisioning with OKTA
- Cloud-Based User Provisioning with OneLogin
- User Provisioning with On-Premise Active Directory