Simple pricing that fits your business

Get your own client portal for as little as $200 a month

Simple pricing that fits your business

Get your own client portal for as little as $200 a month

Partner Pricing

Ready to come on board? Choose your plan below. We offer custom plans for enterprise partners in need of scale so talk to us today to find out more.

Partner Basic

$

200

per month + GST
Branded wealth portal
Adviser dashboard with basic analytics and unlimited staff logins
Support and onboarding services

Partner Plus

$

275

per month + GST
Everything in Partner Basic, plus:
Digital document signing
Lead generation tools & enhanced analytics
Automated fact find

Enterprise

Contact Us

Everything in Partner Plus, plus:
Custom mobile app for your firm (on both Google Play & the Apple App Store)
Dedicated account management

Partner Basic

$

200

per month + GST
Branded wealth portal
Adviser dashboard with basic analytics and unlimited staff logins
Support and onboarding services

Partner Plus

$

275

per month + GST
Digital document signing
Lead generation tools & enhanced analytics
Automated fact find

Enterprise

Contact us

Custom mobile app for your firm (on both Google Play & the Apple App Store)
Dedicated account management

Wealth Portal Subscriptions

Starter wealth portal subscriptions are unlimited and included with every Partner Plan. For a more comprehensive experience, upgrade your clients to Pro at any time.

Portal Features

Starter

Included

(included in all partner plans)

Pro

$

14

.95

(per client, per month + GST)

Budgeting & cashflow

Yes

Manual upload of transactions, assets, and liabilities

Yes

Powered by live bank, loan, card, and super feeds

Live ASX and investment feeds (click here for list)

Yes
Yes

Digital document signing

Yes

(if Partner is on the Partner Plus plan)

Yes

(if Partner is on the Partner Plus plan)

Monthly reports (cashflow, property, and more)

Yes
Yes

Free, pre-populated will by a leading estate planning firm

Yes
Yes

Vehicle logbook (iOS app only)

Yes
Yes

Automated property & car valuation

One time

Monthly

Live data feeds for credit cards, bank accounts, loans and super

No
CSV upload available

Yes

Document storage (2GB)

No

Yes

Kwidz, finance app for kids

No

Yes

Executor Kit

No

Yes

Ready to get started?Sign up now

Please note that signing up as a myprosperity partner is a minimum 12 month commitment.

If you are an individual looking to use myprosperity to get your finances sorted, you can do so on a Starter account here. You must go through your adviser to get a Pro account.

Wealth Portal Subscriptions

Starter wealth portal subscriptions are unlimited and included with every Partner Plan. For a more comprehensive experience, upgrade your clients to Pro at any time.

Starter

Included

(included in all partner plans)

Budgeting & cashflow

Yes

Manual upload of transactions, assets, and liabilities

Live ASX and investment feeds

Yes

Digital document signing (up to 500 users)

Yes, if adviser is on the Partner Plus plan

Monthly reports (cashflow, property, and more)

Yes

Free, pre-populated will by a leading estate planning firm

Yes

Vehicle logbook (iOS app only)

Yes

Automated property & car valuation

One time

Live data feeds for credit cards, bank accounts, loans and super

No
CSV upload available

Document storage (2GB)

No

Kwidz, finance app for kids

No

Executor Kit

No

Pro

$

14

.95

(per client, per month + GST

Budgeting & cashflow

Yes

Powered by live bank, loan, card,
and super feeds

Live ASX and investment feeds

Yes

Digital document signing (up to 500 users)

Yes, if the adviser is on the Partner Plus plan

Monthly reports (cashflow, property, and more)

Yes

Free, pre-populated will by a leading estate planning firm

Yes

Vehicle logbook (iOS app only)

Yes

Automated property & car valuation

Monthly

Live data feeds for credit cards, bank accounts, loans and super

Yes

Document storage (2GB)

Yes

Kwidz, finance app for kids

Yes

Executor Kit

Yes

Ready to get started?Sign up now

Please note that signing up as a myprosperity partner is a minimum 12 month commitment.

If you are an individual looking to use myprosperity to get your finances sorted, you can do so on a Starter account here. You must go through your adviser to get a Pro account.