Personal Wealth - myprosperity

With the new Personal Wealth options in Spotlight Reporting, you can report on your clients’ personal assets, outgoings and investments.  You can create standalone reports, or combine the new information with existing financial reports to give a full picture of your clients' financial position.

Connecting to myprosperity

Note:  If you don't have access to myprosperity data, you can still use the Personal Wealth reporting features in Spotlight, by using the Excel import  or manual entry options.

The first time you import from myprosperity, you need to authorise Spotlight to connect to your data. If you've previously imported data, please continue to the next section, Importing data.

  1. From the Import tab, click the myprosperity option. Alternatively, if you’ve previously added a different data source, click Add Another Data Source then click myprosperity.

    import myprosperity data

  2. A message appears to prompt you to connect to myprosperity. Click Continue.
  3. Enter your myprosperity login details, then click Log In.
  4. Select all permissions check boxes, and select the ‘Remember My Decision’ check box, then click ‘Yes, Allow’. Once the authorisation is complete, you will be redirected back to Spotlight. 
  5. Choose the myprosperity client you wish to connect to and then click Select. 

Note: If you only have one client organisation in myprosperity, Spotlight will automatically select this client.

Spotlight is now connected to the myprosperity client and you can import their information.

Importing data

  1. From the Import tab, click the myprosperity data source.
  2. Select the check boxes for the actual and budget data you want to import.
  3. For each item, enter the date range you want to import.

    Note: The first time you import, this should include any history you want to bring into Spotlight. You can import the current year, and up to three previous years. After the first import, you need only import the date range which contains updated data.

  4. To continue, click Import.

The first time you import, the process may take a few minutes. In subsequent imports, you can bring in only the updated data to speed up the process. If you reimport the data for a range you’ve already imported, the new data replaces the old information.

Available report templates

There are two templates available to report on the MyProsperity data.  You can find further information about these in the separate articles:

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