Your clients, your business, your brand

Your customers will love having their entire financial world in one place. From assets to liabilities, they’ll get a complete view of their net worth.

• Cashflow & budgeting tools make it easy for them to see where their money is going.
• Clients can also set financial goals and track their success.
• By providing your customers with a secure location to upload all their important documents, you’re giving them ultimate peace of mind.

myprosperity helps you keep your clients’ data secure and organised so you can spend less time on administrative tasks and more resources on growing your business.

Tax time like you’ve never seen it

If you’re still sending your clients a tax checklist, you can do better.

The myprosperity Tax Assistant is a dedicated wizard that helps your clients gather everything you need to submit their tax return.

• They can update their income, properties, and deductions.
• They can also attach supporting documents like receipts directly to the wizard.
• And once completed, the Tax Assistant will generate a tax summary in your adviser portal which you can use to prepare their tax submissions.

Best of all, the wealth portal’s To-do functionality allows you to set recurring reminders so you can get the information you need with minimal chasing.