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Aviso Integration

Unlock seamless portfolio management by integrating Aviso with YCharts. Import client holdings effortlessly and leverage powerful analytics to enhance investment strategies and client communications. 

Activate the Integration

Deactivate the Integration

Troubleshooting

Frequently Asked Questions

 

Activation

Prior to activating your Aviso integration, you will want to submit an integration request with your Aviso support contact. Once it's been approved you can continue with the instructions below.

Go to YCharts and open Integrations. In the same row as Aviso, and toggle on Activate. 

Next, select Activate to enable the integration. Once activated, you can begin importing data.

Once you have successfully signed into your Aviso account, you will be returned back to the YCharts integration page, where you will see that your Aviso integration has been activated.

You are now ready to start using the Aviso and YCharts Model Portfolios Integration. You can go to your model portfolios menu by hovering over tools, and clicking on Model Portfolios. Once you have done that, you can click on Import Holdings in the top right of the menu and choose Aviso from the menu.

 

Deactivation

Go to YCharts and open Integrations. Next to Aviso, click Manage > Deactivate. Existing Aviso data will remain in YCharts, but you will no longer be able to import additional portfolio data. 

Note: YCharts does not store any login credentials or additional account information from Aviso. 

 

 

Troubleshooting

There are only a couple of errors you may encounter while using the integration. If you’re troubleshooting and need additional support, contact YCharts support team.

Error: There are no rep codes associated to your user. Please contact support.
  • If you're seeing this error message and you have not yet reached out to your Aviso support contact, please reach out and request your integration to be activated.
  • If you're seeing this error message and you have already received confirmation from your contact at Aviso, please reach out to your account manager or support.

To resolve this issue: 

  • Navigate to Integrations within YCharts and check to see if the status is ‘Active.’ If the status is ‘Inactive’, click Manage > Activate, and sign in to Aviso. 

  • If you see this message and the status is ‘Active’, try deactivating the integration and then activating again. You will not lose any existing portfolio data. 

 Error: The selected item(s) do not have any holdings. 

This error appears when you attempt to import entities that do not have holdings. 

To resolve this issue: 

  • Try importing another type of entity. 

  • If you believe the holdings have not properly imported, reach out to YCharts support.

 

Frequently Asked Questions

  • Can I import cost basis data from Aviso?
    • No, cost basis information cannot be pulled in from Aviso. 
  • Is there a video available demonstrating the activation process?
    • Yes, you can view the activation walkthrough here.
  • If I make changes in Aviso, will those automatically update in YCharts?
    • No, by default any changes made in Aviso will not transfer over to YCharts. You can change this setting your integration to automatically update here. You can choose from having holdings update daily, weekly, or monthly.