Sharesight combines all the information accountants and financial advisers need to manage and report on client investment portfolios. Powerful stock market data aggregation tools save hours of manual administration, while comprehensive tax and performance reports provide unparalleled insights.
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.
Login to the myprosperity client portal. From the menu, navigate to Configure > Integrations and select Sharesight. Read the instructions, then go to the setup and follow the prompts, which will take you to the Sharesight login page to authorise use. It takes just a few seconds to complete the set up. How do I set up Sharesight Integration?