Getting Started
Getting Started
Troubleshooting the XPLAN integration
How to set up your XPLAN integration
How does the XPLAN integration work?
How to set up your Sharesight integration
How to set up your IOOF integration
How to set up your Praemium integration
How to set up your Macquarie Cash/Wrap Integration
How to set up your Managed Accounts integration
How to set up your Mason Stevens integration
Roles & Permissions
How to set up your Netwealth integration
How to set up your HUB24 integration
NowInfinity Integration
How to set up your Implemented Portfolios integration
Multi-factor Authentication (MFA)
How to set up your BGL integration
How to customise your mobile app
Getting Started Form Explained
Partner quick start guide
Security recommendations for myprosperity partners
Selecting how to pay for your Clients’ Pro subscriptions
What is the getting started wizard?
How to configure automatic client communications
How to use bulk actions on your client list
How to set services
Linking Class Super funds to your clients
Adding your Class Super data feed
