If you use Advice Designer, you can set up an integration with myprosperity to transfer documents from published Advice Designer plans directly into your client’s portal. Once uploaded, documents appear in the client’s Docs section, keeping everything organised in one place.
This integration helps you streamline document management, enhance the client experience, and keep everything compliant and centralised.
This integration is solely setup from Advice Designer's end - for more information, please visit their support centre article here.