Mason Stevens serves as a trusted partner to leading Advisers, enabling growth by providing a universal investment offering including global investments, administration and technology, and unique insight to a range of investment options via a sophisticated investment service.
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 firstname.lastname@example.org. 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?