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Everything in one place.
myprosperity has redefined how your clients track and manage their financial world.
Property, loans, super, wills, insurance, banking and tax – it’s all together in one place so you can provide your clients with the best advice and help them reach their goals.
Everything in one place.
myprosperity has redefined how your clients track and manage their financial world.
Property, loans, super, wills, insurance, banking and tax – it’s all together in one place so you can provide your clients with the best advice and help them reach their goals.
Everything in one place.
myprosperity has redefined how your clients track and manage their financial world.
Property, loans, super, wills, insurance, banking and tax – it’s all together in one place so you can provide your clients with the best advice and help them reach their goals.
A dependable platform that will…
• Empower you to remain the trusted adviser
• Help grow your business and revenue
• Enable you to gain invaluable insights into how to better service clients
• Assist you in marketing your products and services
A dependable platform that will…
• Empower you to remain the trusted adviser
• Help grow your business and revenue
• Enable you to gain invaluable insights into how to better service clients
• Assist you in marketing your products and services
How it works for you
• Your practice will have its’ own fully branded cloud based technology solution for all of your clients
• Start promoting products and services to clients using the completely customizable ‘my financial review’ feature
• Save time and money by always having access to your clients’ current up to date personal data
Benefits to your clients
Control your finances with real-time
access to data feeds for all your financial
information in one, online location
Keep track of your cashflow
by always knowing where you’re
at and where your money is going
Utilise document storage & keep
everything in one place ensuring you
never misplace any receipts & documents
Utilise ‘myprotection’ to
help manage and keep track of all
your insurance and estate planning needs
Connect all
your advisers and important
information online, anytime
Make tax time easy with all your
financial data and documents stored
securely online, in one convenient location
“myprosperity will be a game changer for the accounting & wealth advised industry”
Tim Munro
Director & CEO, Change Accountants & Advisors
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“Over the years we’ve tried various software products to assist with tracking and managing our personal wealth clients. In every case these solutions have been too narrow in focus and have fallen short. myprosperity is the first platform we’ve come across that delivers a complete solution in this space and in my opinion will be a game-changer for the accounting and wealth advised industry. We are now in the process of putting all of our clients onto our Change Accountant’s Personal Wealth Portal powered by myprosperity. Our clients love how easy it is to use, and the inclusion of a free mobile app makes tax time a breeze for them. Having all of our client’s A&L information always available in realtime makes everything we do more precise for our clients, and we’ll never have to bother them again to get updated information.”