Macquarie

Macquarie

Macquarie is a global financial services group dealing with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, specialist advisory and much more. Macquarie Wrap is an investment platform designed to manage a range of different asset types. With a Wrap account, all investment buys and sells can be placed via Macquarie’s online portal. The Macquarie Cash account provides fast access to capital. The account works for SMSF trustees, online traders and professional investors as a saving hub in between opportunities.

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

Netwealth is an award winning platform used by financial professionals to offer their clients investment outcomes at a lower business cost. Easily managing bulk transactions, accessing managed accounts, rebalancing model portfolios, efficiently managing corporate actions and auto reinvestment for clients.

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

Hub24 is an award winning platform used by financial professionals to offer their clients a broad product choice and an innovative experience. Hub24 platform offers a comprehensive range of investment options with enhanced transaction and reporting solutions for all types of investors.

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?

Praemium

Praemium

Praemium makes it easy for Advisers, Stockbrokers and Family Offices to manage their clients’ investment portfolios, great and small, using one unique integrated Managed Accounts platform with market-leading digital client and business reporting tools.

To integrate Praemium 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 Praemium 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 Praemium. Then follow the prompts, it takes just a few seconds to complete the set up. How do I set up Praemium Integration?

IOOF

IOOF

by IOOF

IOOF is a leading provider of quality financial advice, products and services. They have a broad range of wealth management products and services, as well as highly respected adviser groups that provide tailored solutions to help achieve financial goals. IOOF is made up of a number of leading brands that provide financial advice, superannuation, investment and estate and trustee services.

To integrate IOOF 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 IOOF 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 IOOF. Read the instructions, send the required form to https://dataservices.ioof.com.au/support to request the feed, then go to the setup and follow the prompt. It takes just a few seconds to complete the setup. How do I set up IOOF Integration?

 

WealthO2

WealthO2

by WealthO2

 

WealthO2 launched in 2016 and has since brought automation to compliance, execution processing, broker data connectivity, rebalancing and sophisticated performance and analytics. They also opened up trading managed funds allowing this to slot into existing workflows at lower costs. Superannuation is their latest member offering - the personalisation, transparency and flexibility of an SMSF for a lower cost and helping advisers and clients work together to choose a mix of assets that meet investor goals.

To integrate WealthO2 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 WealthO2 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 WealthO2. Read the instructions, send the required email to admin@wealtho2.com.au, then go to the setup and add your Adviser IDs. It takes just a few seconds to complete the set up. How do I set up WealthO2 Integration?