The Class integration with myprosperity allows you to sync a wide range of client data—including business contacts, funds, and fund-related details—directly into your portal. By default, this sync includes several financial data points that are visible to clients, helping provide a complete view of their financial position.
While the integration continues to sync data across all clients linked to a connected Business, you can choose to disable specific features at the individual client level. This allows for more granular control over what data is displayed in the portal for each client.
This article outlines how to disable the following features for a single client record:
- Entity valuation
- Pensions and contributions
- Asset allocation
- Investments
- Asset strategy
To Disable a Feature for an Individual Client Record
Locate client - You can quickly find a specific client by
(a) using the search bar located in the header of your portal or
(b)can access client details by navigating to Clients > Client List in the left-side menu and clicking the blue hyperlink for the client you'd like to view.
a)b)
- Once on the contact record, go to the 'Financial' tab, and select either Overview (to disable Entity Valuations or Pensions and Contributions) or Portfolio (to disable Asset Allocation, Investments, or Asset Strategy).
- Depending on the feature you’d like to disable, you’ll see an ‘Enable view for client’ toggle next to each item (see screenshots below). Simply switch off this toggle to disable that specific feature for the individual client record.
Overview (Entity valuation / Pensions and contributions)
Portfolio (Asset allocation)
Portfolio (Investments)
Portfolio (Asset strategy)
- Once you click the toggle (for example, next to Entity Valuation), a pop-up message will appear. Click ‘Disable’ to confirm and proceed.
- A pop-up notification will confirm that the feature is now disabled from client view. You’ll also see that the toggle is switched off, and the feature is marked as disabled for the client.
To enable a feature, simply follow the same process outlined above.