BGL

BGL

by BGL

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.

Login to the myprosperity client portal. From the menu, navigate to Configure – Integrations, and select BGL. Then follow the prompts, it takes just a few seconds to complete the set up. How to set up your BGL Integration

Iress

Iress

by Iress

As an advice professional, integrating Xplan with myprosperity takes out double handling of data. The integration enables the addition of clients into myprosperity with their private details on a simple import. Client lists are uploaded and invitations can be sent in a quick and easy process.

Once integration is set up, it also allows the two-way syncing of client balance sheet information. Live data feed syncs update bank account information, home and car values within the client portal regularly, and can be exported into Xplan. Portfolio information can be synced into myprosperity and is updated regularly.  You are in control of the data sync – match items that exist and ensure the source of truth is the platform that provides the most accurate and up to date information.

Integrating Xplan with myprosperity is a great way to stay on top of a client’s true wealth and deepen your client engagement while still maintaining control of the data.

Login to the myprosperity client portal. From the menu, navigate to Configure > Integrations, and select Xplan. Read the instructions, request an API Agreement with Xplan, then follow the prompts. It takes just a few seconds to complete the set up. How do I set up Xplan Integration?

Midwinter

Midwinter

To integrate myprosperity and Midwinter means streamlining client information and providing consistency and transparency with client data. Once linked, live data feeds regularly update client bank information, house prices, car prices and any other wealth information in the client portal, which can then be quickly imported into Midwinter with a click of a button. You can maintain contact details from myprosperity as well as import and then allocate ownership of assets and liabilities in Midwinter.

A one way sync of information from myprosperity into Midwinter helps clients keep track of their wealth while Advisers are better informed and equipped to keep their clients safe from potential financial risk.

Contact Midwinter to activate the feature within Midwinter and get instructions on how to authorise the myprosperity link. Login to the myprosperity client portal and ensure client balance sheet items are added, then you can import from within Midwinter. How do I integrate myprosperity into Midwinter?

Macquarie

Macquarie

To integrate Macquarie Cash and Wrap into myprosperity means streamlining client information into the client portal for transparency, and the most up to date, consolidated data, both trading and holding cash. Once linked, the client portal will import clients’ portfolio information, super balances and/or their cash balances. A read only view of the clients’ holdings, transactions and details will also be displayed. The integration ensures the data is synced regularly to keep the client file accurate with the investment platform or cash account balances.

A one way sync of information from Macquarie to myprosperity means a single source of truth for clients to keep track of their wealth, and advisers avoid double handling of data. Advisers are better informed and equipped to keep their clients safe from potential financial risk with consolidated data into one easy to use platform.

Login to the myprosperity client portal. From the menu, navigate to Configure > Integrations, and select Macquarie (Cash or Wrap). Read the instructions, find your ESI Authentication details (which is for both Cash and Wrap), then go to the setup and follow the prompts. It takes just a few seconds to complete the set up. How do I set up my Macquarie Cash/Wrap Integrations?

Netwealth

Netwealth

To integrate Netwealth into myprosperity means streamlining client information into the client portal for transparency, and the most up to date, consolidated data. Once linked, the client portal will import clients’ portfolio information and/or super balances. A read only view of the clients’ holdings, transactions and details will also be displayed. The integration ensures the data is synced regularly to keep the client file accurate with the investment platform.

A one way sync of information from Netwealth to myprosperity means a single source of truth for clients to keep track of their wealth, and advisers avoid double handling of data. Advisers are better informed and equipped to keep their clients safe from potential financial risk with consolidated data into one easy to use platform.

Login to the myprosperity client portal. From the menu, navigate to Configure > Integrations, and select Netwealth. Read the instructions, send the required form to contact@netwealth.com.au, then go to the setup and follow the prompts. It takes just a few seconds to complete the set up. How do I set up Netwealth Integration?

 

HUB24

HUB24

To integrate Hub24 into myprosperity means streamlining client information into the client portal for transparency, and the most up to date, consolidated data. Once linked, the client portal will import clients’ portfolio information and/or super balances. A read only view of the clients’ holdings, transactions and details will also be displayed. The integration ensures the data is synced regularly to keep the client file accurate with the investment platform.

A one way sync of information from Hub24 to myprosperity means a single source of truth for clients to keep track of their wealth, and advisers avoid double handling of data. Advisers are better informed and equipped to keep their clients safe from potential financial risk with consolidated data into one easy to use platform.

Login to the myprosperity client portal and from the menu navigate to Configure > Integrations. Select Hub24 and go to the setup and follow the prompts, it takes just a few seconds to complete the set up. How do I set up Hub24 Integration?