Australian Money Market

Australian Money Market

by Australian Money Market

 

With the Australian Money Market and myprosperity integration, clients who use the AMM platform to manage their term deposits and cash investments can view this investment data from within their myprosperity client portal. Balances, transactions and current holdings will be viewable and updated regularly. This enables you and your clients to see a ‘whole of wealth’ view of their financial world.

Login to the myprosperity client portal. From the menu, navigate to Configure > Integrations, and select Australian Money Market. Read the instructions, send the required email to admin@moneymarket.com.au, then go to the setup and add your Adviser IDs, it takes just a few seconds to complete the set up.

Mason Stevens

Mason Stevens

by Mason Stevens

 

To integrate Mason Stevens 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 Mason Stevens 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 Mason Stevens. Read the instructions and 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 Mason Stevens Integration?

Sentinel

Sentinel

by Sentinel

To integrate Sentinel 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 Sentinel 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 Sentinel. Read the instructions, send the required email to sentineladmin@sentinelgroup.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 set up. How do I set up my Sentinel Integration?

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?