By connecting myprosperity directly with APS Practice Management, firms will gain more functionality in the one platform. Client details in APS are automatically synced with myprosperity.

Unlock the most powerful client portal solution with myprosperity and APS. Discover innovative tools for tax preparation, collaboration and compliance that maximises your business efficiencies and client engagement without the extra work.

As an accountant, attention to detail is a top priority, so you’ll be happy to know that when you connect Xero with myprosperity it eliminates double handling of client details. Which means when you or your client updates their personal information like name, address, phone number or email address in Xero, it will automatically update in myprosperity and vice versa. A neat integration that automatically updates both systems whenever changes are made.

Unlock the most powerful client portal solution with myprosperity and Xero. Discover innovative tools for tax preparation, collaboration and compliance that maximises your business efficiencies and client engagement without the extra work.

As an accountant or SMSF specialist, you’ll be happy to know that when you connect Class with myprosperity it eliminates double handling of client details and allows you to provide information to clients without their login details. When an SMSF is linked, the client portal will reflect the information in Class such as their holdings, transactions and balances, and will be updated on a regular basis.

All clients can reap the integration benefits with Class, simply link through using the client email address and the integration does the work for you. Unlock powerful data insights with myprosperity and Class, and maximise efficiencies without the extra work.

Using the combined power of our two platforms, FYI users can invite their clients to sign or upload documents within myprosperity. They are notified to join the portal, where their documents can be signed, then automatically stored on both platforms – giving you and your clients 24/7 access to important documents.

As an accountant or SMSF specialist, you’ll be happy to know that when you connect BGL with myprosperity it eliminates double handling of client details and allows you to provide information to clients without their login details. When an SMSF or investment portfolio is linked, all current details on holdings, transactions and balances will be reflected in the myprosperity client portal, and is updated regularly.

All clients can enjoy the integration benefits with BGL, simply link through using the client email address and the integration does the work for you. Unlock powerful data insights with myprosperity and BGL, and maximise client engagement without the extra work.

To integrate myprosperity into Spotlight reporting means streamlining wealth information and budgets into the reporting platform to give consolidated client personal and business data.
Once linked, the client portal will export wealth items and budget figures to Spotlight. You can choose what figures get exported as well as date ranges required. The integration ensures the data is synced regularly and only future adjustments will need to be imported.

The one way sync of information from myprosperity to Spotlight means advisers avoid double handling of data. Advisers are also better informed with a complete financial view of their clients – both business and personal data, helping to review, forecast, report and understand areas of potential financial risk.