The integration developed between Worksorted and myprosperity focuses on the synchronisation of clients, to-dos, and Rooms. This integration is designed to streamline the management of client information and tasks across both platforms, ensuring that advisers can access up-to-date and consistent data in both systems.
To set up the integration, you’ll need to initiate the process from the Worksorted platform.
If you need assistance during setup or have any questions, you can contact Worksorted directly.