I’ve entered my XPLAN credentials but no clients are pulling through on the review page. What’s wrong? This tends to happen when either: The API Agreement isn’t in place or; You do not have sufficient permissions in XPLAN to export client data. If #1, simply contact...
Follow the steps below to import XPLAN client data (i.e. client name, preferred email address, and phone number) as well as portfolios held in the IPS module to myprosperity. For an overview of how the integration works, [click here] (hyperlink to How does the XPLAN...
About the integration Import your XPLAN client data, including client details and IPS portfolios, with the myprosperity XPLAN integration. This integration is quite comprehensive and as a result, is being delivered in stages: Phase 1: import client list and associated...
A step-by-step guide on how to set up the Sharesight integration in your partner portal. Step 1: Sharesight Setup Page In your partner portal, select Configure > Feeds > Sharesight Setup. This will take you to a page that will prompt you to Login to Sharesight. ...
A step-by-step guide on how to set up the IOOF integration in your partner portal. Before you begin… Before you enter your credentials, please fill in the form at: https://dataservices.ioof.com.au/support to request that the feed be sent to myprosperity. Step 1:...
A step-by-step guide on how to set up the Praemium integration in your partner portal. Before you begin… Please have a Praemium system administrator email (datafeeds@praemium.com) for the access token. Step 1: Praemium Setup Page In your partner portal,...
