Note: Your PractiFI System Administrator will need to enable this integration before you can use it.
The Provisio integration allows you to run strategy scenarios directly from your clients’ accounts in PractiFI. Key client information will be pre-populated from PractiFI to remove the need to rekey when running scenarios.
To use the Provisio integration:
- Navigate to the client (household) that you want to run a scenario for.
- Click Launch Provisio from the Launcher menu .
- You may be prompted to select a contact to run the scenario for.
- Click Launch Provisio.
- You will be prompted to enter your Provisio login details.
- Select a Strategy to run for this contact. Note: If the contact has a partner, it will default to a Couple scenario (and also bring in Partner fields, if available). However, if you want to run a solo scenario, simply Select the Single radio button
You can run any scenario as per Provisio’s User Guide (note that the Insurance module does not currently support pre-populated fields from PractiFI).