INTEGRATIONS

FYI + myprosperity

Take client engagement to the next level by integrating FYI with myprosperity.

The seamless integration between FYI and myprosperity makes it easy to work together with your clients and key stakeholders, maximising efficiencies and scaling the level of your engagement.

  • Digital Signing. Invite your clients to sign documents within myprosperity. Once signed, they will be automatically imported into FYI and threaded with the original documents.
  • Document Exchange. Send documents to clients securely or receive them via upload using the myprosperity portal. Uploaded documents will be automatically imported into FYI and you can be notified using an automation process.

About myprosperity

Connecting more than 55,000 households with their financial professionals, myprosperity is a sophisticated client portal that allows practices, their clients and key stakeholders to work together easily, maximising efficiencies and scaling their level of engagement. Offer your clients a holistic and seamless digital experience by managing all their financial affairs in one place with the myprosperity mobile app.

FYI’s integration with myprosperity means document sharing and connection with our clients is faster and far greater than it has ever been.

Andrew Holdsworth, Practice Manager –
BBB Partners

Want to see FYI in action?

Book a demo or start a 30-day free trial today.