myprosperity is on a mission to help households live their best financial lives. In a world of increasing financial complexity, myprosperity has emerged as the leading solution in providing a holistic or ‘whole of wealth’ view of a household’s finances. This award winning platform is a white labelled mobile app and desktop, and has two interfaces that help deliver the best client outcomes; a client portal used by accountants, planners, brokers and multidisciplinary firms to better engage households (clients) in all aspects of their financial lives to achieve their goals; and a wealth portal used by individual households to store, manage and track all their financial affairs.
myprosperity + Xero
As an accountant, attention to detail is a top priority, so you'll be happy to know that when you connect Xero with myprosperity it eliminates double handling of client details. Which means when you or your client updates their personal information like name, address, phone number or email address in Xero, it will automatically update in myprosperity and vice versa. A neat integration that automatically updates both systems whenever changes are made.
Login to the myprosperity client portal. From the menu, navigate to Configure - Integrations, and select Xero Practice Manager. Then follow the prompts, it takes just a few seconds to complete the set up.