Netwealth is an award winning platform used by financial professionals to offer their clients investment outcomes at a lower business cost. Easily managing bulk transactions, accessing managed accounts, rebalancing model portfolios, efficiently managing corporate actions and auto reinvestment for clients.
To integrate Netwealth 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 Netwealth 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 Netwealth. Read the instructions, 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 Netwealth Integration?