Iress

Iress

by Iress

Xplan is a financial planning and wealth management software that is used to manage client portfolios. It is also used to review strategies, compare objectives, and store documents - all in one central system.

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

Midwinter (AdviceOS) is a comprehensive financial planning solution built for financial professionals and their clients. It provides sophisticated financial modelling, practice management and client engagement tools to simplify how advice is delivered.

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?

Sharesight

Sharesight

Sharesight combines all the information accountants and financial advisers need to manage and report on client investment portfolios. Powerful stock market data aggregation tools save hours of manual administration, while comprehensive tax and performance reports provide unparalleled insights.

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?

OneSpan Sign

OneSpan Sign

OneSpan specialises in digital identity and anti-fraud solutions that create exceptional and secure experiences. From risk-based adaptive authentication to digital identity verification, their next generation solutions are delivered on a cloud-based platform. The OneSpan Trusted Identity Platform makes it easy to integrate new and existing tools and technologies, to better detect fraud and improve the user experience.

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.