All-in-one secure client portal
Streamline collaboration and boost productivity with bank-level security and a digital-first client experience.
Why myprosperity?
Security
Protect your clients and your business with bank-level security and multi-factor authentication by reducing reliance on emails. ISO 27001 certified.
Client Engagement
Deliver exceptional client experiences through secure, efficient and digital-first collaboration. Strengthen relationships by providing convenient tools that make every interaction seamless.
Efficiency
Reduce time spent getting tasks done with one innovative client portal to automate data collection, store, share and sign docs.
Advisers
Streamline advice processes, collaborate securely and deliver an exceptional client experience with data feeds and integrations with industry-leading platforms for a whole-of-wealth view.
Accountants
Efficiently automate data collection, collaborate securely and deliver a seamless client experience faster.
Our extensive ecosystem of leading integrations
