Integrations

Connect your myprosperity client portal with
industry-leading platforms.

 

 

Practice Management

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Document Management

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eSignatures 

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SMSF Feeds

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Fund Feeds

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Direct Feeds

myprosperity also offers direct feeds from banking institutions, industry super funds, online portfolios, valuations for real estate and motor vehicle available via Yodlee.

 

Coming soon

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All about documents training webinar

Book a demo today to see how we can help you elevate your client experience to the next level and make your firm more efficient.