myprosperity user plans that work for everyone!

myprosperity user plans that
work for everyone!

Starter
Included free
with partner plan.
 
Build your clients
balance sheet / net worth
Initial online home valuation.
Initial online motor
vehicle valuation
ASX shares feed
Comprehensive wealth report
myteam: Create a group
of experts
Manual bank, credit card,
loans, and super balances
Basic reports
Pro
From $14.95
per client/month.
All Starter features +
Feeds (credit card, home loan, bank accounts and super)
Monthly online home valuation updates
Monthly online motor vehicle valuation updates
Landlord tools and investment property report
All tax documents in one place
Range of goals and calculators
Auto categorisation of transactions
Comprehensive Budgeting tool
1GB of Cloud Storage

Are you an advisor ? Click here to see our partner plans.