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Overview
The myprosperity Integration with AdviserLogic allows you to bring client information from your clients’ myprosperity accounts directly into AdviserLogic. This integration reduces manual data entry, keeps financial data up to date in your advice system, and streamlines workflows across client planning and data management.
By integrating MyProsperity with AdviserLogic Tools, you can enhance your financial planning process with consistent client data, improving accuracy and saving time when preparing advice documents or conducting reviews.
Linking your MyProsperity account with AdviserLogic
The first step is to link your myprosperity account via Tools > Third-Party Integration > myprosperity integration.
Selecting Connect will navigate to a new window to enter MyProsperity credentials.
Check the permissions you wish to grant and select Yes Allow
Once the details are entered, you will navigate back to the AdviserLogic screen, now the window will show details of the clients who are present in the system and show the following details about the sync.
Syncing Client Details
Select the client using the checkbox present beside each row.
Search for a client using the search bar at the top of the window.
Having selected the clients to sync, select the Sync all button. A pop-up confirmation will activate stating that syncing is in progress and that it may take a few minutes to sync.
The Refresh button will update and show the outcome of the Sync. It is also possible to navigate to another page and come back to the myprosperity integration after a few minutes, this will automatically refresh the page and the current status will be shown.
There are three different status
In Progress | This will be shown when the sync is In Progress. |
Synced | This will be shown when all the data of Personal has been synced. |
Partially Synced | This will be shown when basic details have been synced, but another detail has not. |
📌Note
Please only sync clients within myprosperity that are not in already AdviserLogic as it is not possible to map clients created via the myprosperity integration to an existing AdviserLogic client.
This initial phase will bring through Basic Information, Contact Details, Dependents, Entities, Consultants, and Goals and objectives.