Skip to main content

Advice Designer🤝myprosperity

Export your plan documents to Xplan

Updated over 11 months ago

Advice Designer's first phase integration with myprosperity allows users to push advice documents, including any supporting documents, directly to a client within myprosperity.

Documents uploaded can then be accessed by the client via their documents section, rooms or sent to the client for digital signatures.

Did this answer your question?