Testimonials
See how myprosperity is helping firms succeed
BlueRock
BlueRock is an entrepreneurial advisory firm of 11 specialised divisions that work together to support their clients in every aspect of business.
SERVICES
Accounting
Law
Private Wealth
Finance
Insurace
TECH STACK
XPlan
myprosperity
APS
Infinity Law
Podium
Docusign
“The myprosperity app is slick, which gives us confidence in providing a mobile experience that we can be proud of. It puts everything in one place for the client and offers peace of mind.”
Dean Godfrey
COO
Grimsey
Grimsey is a highly respected financial planning firm with over 30 years experience, and offices in both Melbourne and Sydney.
SERVICES
Wealth
Tax
Reporting
SMSF
Estates
Risk Protection
TECH STACK
XPlan
myprosperity
Xero Practice Manager
Salesforce
Macquarie
Class Super
“myprosperity is now the single most critical technology platform in our business to achieve growth and our strategy is to have 100% of clients using it.”
Daniel Stefanetti
Director
See how myprosperity is helping firms grow
Technology, compliance & automation
In Part 2 of our Planning Innovation Series with Fenton Financial’s Director, Andy Fenton, we talk about emerging opportunities, the role of technology and the solutions his firm leverages to deliver better client outcomes.