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How to set up your Sharesight integration

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. ...

How to set up your IOOF integration

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:...

How to set up your Praemium integration

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,...

How to set up your Macquarie Cash/Wrap Integration

A step-by-step guide on how to set up the Macquarie Cash/Wrap integration(s) in your partner portal. Before you begin… Before you set-up this integration, download this document and follow the instructions. Step 1: Macquarie Cash/Wrap Setup Page In your partner...

How to set up your Managed Accounts integration

A step-by-step guide on how to set up the Managed Accounts integration in your partner portal. Before you begin… Before you enter your credentials, please contact: Neil Pattinson (neil.pattinson@managedaccounts.com.au) or Adviser Service Team on 1800 446...

How to set up your Mason Stevens integration

A step-by-step guide on how to set up the Mason Stevens integration in your partner portal. Before you begin… Before you enter your credentials, please contact Mason Stevens Adviser Services (asadmin@masonstevens.com.au) and request that the feed be sent to...