Implemented Portfolios

Implemented Portfolios

by Implemented Portfolios

To integrate Implemented Portfolios into myprosperity means streamlining client wealth 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 Implemented Portfolios 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 Implemented Portfolios. Read the instructions, add your Adviser IDs, ensure one per line, and follow the prompts. It takes just a few seconds to complete the setup. How do I set up my Implemented Portfolios Integration? 

XPlore Wealth

XPlore Wealth

by XPlore Wealth

To integrate Xplore Wealth into myprosperity means streamlining client wealth 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 Xplore Wealth 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 Xplore Wealth. Read the instructions and send an email to adviser.service@managedaccounts.com.au to request the data feeds to myprosperity. Then go to the setup and follow the prompts, it takes just a few seconds to complete the setup. How do I set up my Xplore Wealth Integration?

Sharesight

Sharesight

by Sharesight

To integrate Sharesight 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. 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 Sharesight 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 Sharesight. Read the instructions, then go to the setup and follow the prompts, which will take you to the Sharesight login page to authorise use. It takes just a few seconds to complete the set up. How do I set up Sharesight Integration?

Spotlight Reporting

Spotlight Reporting

by Spotlight Reporting

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.

Login to Spotlight and follow the instructions. Ensure you have your myprosperity login information to complete the authorisation and connection of the two platforms. It takes just a few seconds to complete the setup. Connecting to myprosperity

OneSpan Sign

OneSpan Sign

by OneSpan Sign

This Integration is automatic once you are signed up to the appropriate subscription plan with myprosperity. Simply add clients and send any document to be signed electronically. The document will be sent securely and efficiently from the portal, removing time delays that conventional postal methods experience.

Clients have the option of signing via their desktop or the free while labeled myprosperity app that is made available to all clients. Signatures can be a quick, Click to Sign, Click to Initial or Capture Signature, which is widely regarded as industry accepted for most legal documents. Validation Certificates can be viewed if necessary to verify that the client has signed the form.

To integrate OneSpan into myprosperity, simply subscribe as a myprosperity Enhance subscription holder or above to use the feature in the portal. It takes no time at all to send a document to a client to sign. Uploading a document for digital signing.