Sentinel is an investment platform that allows a financial professional to invest on behalf of a client, client supported investment or Self Directed (DIY) investment options. Sentinel’s approach lies in Security and Quality of the stocks and long term outlook for their investment, diversification of investment and liquidity. All this with transparency as the main focus.
To integrate Sentinel into myprosperity means streamlining client wealth 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 Sentinel 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 Sentinel. Read the instructions, send the required email to firstname.lastname@example.org to request the data feeds to myprosperity, 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 my Sentinel Integration?