See clients' full wealth picture with Sharesight and myprosperity

Clients increasingly expect real-time visibility over their entire financial landscape, and advisers need connected tools that make this possible. That’s where the integration between Sharesight and myprosperity comes in. By connecting these platforms, it’s now easier than ever to see the full picture, streamline client management, and provide more insightful advice. To learn more about how your practice could benefit from connecting Sharesight and myprosperity, keep reading.

What is myprosperity?

Founded in 2011, myprosperity combines proprietary technology with a wide range of third-party integrations to bring together every aspect of an individual’s financial world. myprosperity’s mission is to help households live their best financial lives.

In an increasingly complex financial landscape, myprosperity has become a leading client portal solution — enabling households to share, communicate, and collaborate seamlessly with their financial professionals across all areas of their finances.

Why has myprosperity connected to Sharesight?

The connection between myprosperity and Sharesight pulls live investment data directly into the myprosperity wealth portal. Through this integration, portfolios tracked in Sharesight automatically appear within myprosperity, providing clients and advisers with a real-time, accurate view of investment performance.

By combining myprosperity’s holistic wealth insights with Sharesight’s award-winning performance tracking, financial professionals can deliver more meaningful advice, reduce manual data entry, and spend more time deepening client relationships.

Why financial advisers should connect Sharesight and myprosperity

Integrating Sharesight with myprosperity allows advisers to access accurate, automatically updated investment data alongside clients’ broader financial information. This eliminates double handling, ensures data consistency across platforms, and provides a true whole-of-wealth perspective.

As the financial advice industry continues to evolve, seamless connectivity between platforms is becoming essential.

“This partnership reflects how modern financial advice is evolving,” adds Doug Morris, CEO of Sharesight.

“Advisers today need connected, data-driven tools that provide a clear line of sight across their clients’ investments. Integrations like this one with myprosperity showcase the technical capabilities of the Sharesight API. Leveraging these capabilities, the marketplace concept — bringing together best-in-class financial services — is helping shape the future of open banking and demonstrating how connected technology can benefit both advisers and clients.”

How to connect Sharesight and myprosperity

1. Log into your myprosperity Partner Portal.
2. In the side panel menu, go to Configure and then select Integrations.
3. Locate Sharesight in the list of integrations and click the Setup icon next to it.
4. On the setup page that appears, click the Login to Sharesight button.
5. You will be redirected to the Sharesight website. Enter your Sharesight login credentials to authorise myprosperity to access your firm's client data.
6. Once credentials are accepted, you will see a message confirming the connection was successful.
7. Click the 'View Funds' link. Your client portfolios (referred to as "Funds") will be listed, allowing you to confirm their status and link them to the correct client accounts in the myprosperity portal.
8. Once linked, you can go to your client's file to view the integrated investment data within the Wealth area of their portal.

Note: It is recommended that you click the 'Refresh Fund list' icon regularly to ensure new clients added to Sharesight are reflected and available for mapping in myprosperity.

Get started with Sharesight and myprosperity

To start using Sharesight’s award-winning portfolio tracker for financial professionals, sign up for a 14-day free trial.

Or if you’re already using Sharesight and want to give your clients a complete financial view, click here to become a myprosperity partner.