Syncing Sumo and MyProsperity is currently on our roadmap
Sumo is a suite of widget-like apps free to install on any HTML or popular CMS-based website. Designed to grow traffic and maximize content engagement, users can install tools including List Builder, Heat Maps and Share from a single Sumo plugin. Fully customizable and expandable via the integrated ‘Sumo Store’, pricing plans apply to access subsequent apps.
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.
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.