From the Admin Menu, select Producers and Teams.  Highlight the producer name you wish to edit and click the Modify Button. Then click on the AdvisoryWorld Tab

Advisory World Tab

See more information about AdvisoryWorld by clicking HERE.

AdvisoryWorld ID

AdvisoryWorld services pertain to investments.  If you subscribe to the optional AdvisoryWorld investment service, you can send data to AdvisoryWorld with just a few keystrokes and receive reports and create model portfolios.  The AdvisoryWorld service is a monthly subscription.  You can subscribe by contacting Client Marketing Systems, Inc.'s Sales Department.

Enter the ID just as it is sent to you.  It is case sensitive.

AdvisoryWorld Password

This is the password assigned by AdvisoryWorld.  It should be entered exactly as sent to you as it is case sensitive.