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?