This functionality is currently in a limited Beta. 

This article explains key functionality in myprosperity including:

• Overview of Integration
• Setting up the Integration
• Accessing myprosperity from Class
• Help & Resources using myprosperity

Overview of Integration

myprosperity provides a seamless and efficient way to:

• Engage with your clients securely - Protect client data and collaborate securely with our all-in-one portal, eliminating email risks
• Manage compliance effortlessly - Minimum pension to be paid, remaining contribution caps, portfolio view of investments along with asset allocation and asset strategy 
• Streamline client interactions - Manage all critical client interactions seamlessly in one place with simple task notifications to manage requests for information and electronically sign reports directly from Class
• Flexible and customised solutions - Customise what you customers can see for individual clients or across the group

Setting up the Integration

Navigate Business Level > Settings > Client portal - myprosperity

1. Select 'Get Started'

   

2. Type the name of your Partner Portal eg. the name of the business that clients interact with and select 'Next'
   
3. Confirm the details displayed on the page, referring to "Duplicate email will not sync - myprosperity onboarding" to correct any duplicate email issues displayed before selecting 'Confirm'. 
   
4. Select 'Allow access' to approve myprosperity to access Class data
   
5. Once the business code is successfully synced to myprosperity you will see this message:
   
6. If you do not yet have an account with myprosperity, go to your email and click on the link in your myprosperity welcome email and follow the prompts to set up your login. Otherwise, you can access myprosperity using the sidebar. 

Accessing myprosperity from Class

Once activated, you can access myprosperity from two places in Class:

Navigate to Business Level > Expand Sidebar > myprosperity

This will take you to the Partner Portal where you can view all SMSFs that have been imported

Navigate to Fund Level > Expand Sidebar > myprosperity

This will take you to the Entity Workspace where you can see all information that is visible to your clients for this entity, once you provide them with access. 

Help & Resources using myprosperity

You can access the myprosperity Help Centre here:

For assistance related to your business:

myprosperity - Partner Help Centre

For assistance with your clients:

myprosperity - Client Help Centre