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.

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.

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.