Your clients financial

world s*rted!

Financial planning

the way it shuld be!

Financial planning

the way it

shuld be!
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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.

One place for you and your clients to collaborate. Online, on any device, 24/7!

At myprosperity we passionately believe in helping households get get their entire financial world sorted… and they need your help.

Financial planning redefined.

Fact finds just got a whole lot
easier and heaps more engaging
for you and your clients.

Easy to use tools to help
clients track their cashflow
and goals in real time.

Real time data feeds across
bank accounts, loans, credit
cards, property, super etc.

Digitally sign documents (SOAs, client service agreements, authority to proceed) making admin easier and less time spent on follow up.

Automated engagement tools
to make sure your clients
always feel in control.

Powerful data mining tools to help
uncover opportunities to help your
clients and increase your revenue.

Fact finds just got a whole lot
easier and heaps more engaging
for you and your clients.

Automated engagement tools
to make sure your clients
always feel in control.

Digitally sign documents (SOAs, client service agreements, authority to proceed) making admin easier and less time spent on follow up.

Real time data feeds across
bank accounts, loans, credit
cards, property, super etc.

Easy to use tools to help
clients track their cashflow
and goals in real time.

Powerful data mining tools to help
uncover opportunities to help your
clients and increase your revenue.

“Using myprosperity has freed up a lot of our time because we don’t have to chase client data”

Sam Cranage
Private Wealth Advisor, Cranage Private Wealth

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“Before myprosperity, it used to be difficult to gather financial information on our wealth advised clients because their information was all over the place. We had to source data from multiple locations, print it off and review it before seeing a client. On top of that, there was no way to verify that the information given to you by your client was accurate. You simply can’t provide the best advice if the data is not up to date. Using myprosperity has freed up a lot of our time because we don’t have to chase data. It also helps us service our clients better – before we often went into meetings blind, but now we can look over a client’s net position with real time data before we see them. Now we can be much more proactive with our clients, rather than reactive.”

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

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