Financial planning the way it should be

Deliver a powerful digital experience, at home or on the go

Financial planning the way it should be

Deliver a powerful digital experience,
at home or on the go

“We mandate the use of myprosperity to our clients because of the efficiencies it offers in gathering all their financial information in one place. Our clients know that if they want to work with us, they need to be on myprosperity.”

Andrew Beattie Director Sydney/Newcastle, PKF

“We mandate the use of myprosperity to our clients because of the efficiencies it offers in gathering all their financial information in one place. Our clients know that if they want to work with us, they need to be on myprosperity.”

Andrew Beattie Director Sydney/Newcastle, PKF

Fact finds just got a whole lot easier

Don’t waste time chasing incomplete information from clients. Automate the fact find process with the Form Fill wizard.

  • Digitise your firm’s fact find and turn it into a wizard for clients to complete via the wealth portal.
  • Your clients will be prompted to update any missing details at a later time thanks to automated reminders.
  • Any assets or liabilities entered are saved to the portal and can be kept up to date for future use by enabling live data feeds.

Say goodbye to endless back and forths, tedious pdfs, and last minute additions by taking your fact finds to the cloud.

Dedicated account managers
and tech support

Branded promotional materials to help
you promote your wealth portal

Landing page, blog posts, and marketing
guidance from industry experts

An experience you and your customers will love

Your wealth portal comes packed with great features you can use to create a holistic experience that fits your business needs.

  • Powerful goal setting, reports, and cashflow tools help you get your customers where they want to be.
  • To-dos, campaigns, and built-in surveys help you engage with clients at home or on the go.
  • Sync your clients’ investment feeds including HUB24, Netwealth, and Class so they can view their entire networth in one place.

Supported by powerful analytics, the portal helps you get visibility over your customers’ needs so you can better seize opportunities.

myprosperity integrates with a variety of industry leading platforms so you can have all the data you need at your fingertips.

  • Netwealth
  • Class
  • Sharesight
  • Practice Ignition
  • Hub24

Register for a free demo and discover how we can transform your business.