Syncing MyProsperity and toodledo is currently on our roadmap
Personal wealth redefined
myprosperity empowers advisers and their clients to make the most of their finances.
Powered by live data feeds, the client wealth portal offers everything from cashflow to budgeting, property, tax, and estate planning. Clients can manage their entire financial world in one place.
Organize Your Tasks. Use folders, tags, contexts, subtasks and more to organize, search and sort through your tasks.
Improve Your Productivity. Toodledo's hotlist, customizable alarms, and sortable online to-do list will help you remember to complete tasks on-time.
PieSync is easy to use and helps you build your business by increasing productivity. Our two-way contact integration will decrease data errors and ensure that you and your team will have access to the most up to date customer information.