Deliver a digital experience to delight clients and grow your business.
All-in-one client portal
Drive client engagement with a branded digital portal that helps clients store, track and manage their entire financial world.
Amplify your digital brand
Get a branded mobile app for your firm and give clients 24/7 access to their finances via your own digital client portal.
Grow your firm’s revenue
Discover untapped opportunities in your client base with the portal’s in-built surveys and powerful analytics designed to help you identify what clients want.
"myprosperity will be a game changer for the accounting & wealth advised industry."
Tim Munro. Director & CEO. Change Accountants & Advisors
Make tax time a breeze
Streamline the way you gather client information and data with the portal’s Digital Tax Checklist. Secure cloud storage lets clients upload receipts and automate data entry.
Get complete visibility of your client base
Stay up-to-date with clients’ financial positions and actions that need to be taken in the partner dashboard.
Turn insights into action
Bring together your clients’ finances with the portal’s live data feeds and direct integrations with leading accounting and administrative platforms.
Save time, reduce admin
The client portal helps you choose when and how to engage your clients. Request eSignatures, assign digital forms, and automate reminders and reports with ease.
Many more portal features
Live data feeds
To-do and reminders
Cashflow & budgeting