Adviser solutions

Deliver a powerful digital experience, at home or on the go.

All-in-one client portal

Elevate your digital brand with a branded client portal that helps clients store, track and manage their entire financial world.

Save time with paperless workflows

Stop chasing paper. Redefine how you collect personal and financial information from clients with the wealth portal’s digital fact finds.

Grow your digital brand

Give clients access to their digital portal anytime, anywhere with your own branded mobile app. Available from Apple App Store and Google Play store.

"Using myprosperity has freed up a lot of our time because we don't have to chase client data."

Sam Cranage. Private Wealth Advisor. Cranage Private Wealth

Gain a holistic view

Enrich your decision making through the client portal’s direct integrations. Bring together clients’ assets and liabilities into one secure place for a Whole of Wealth view.

Uncover new revenue opportunities

Leverage in-built analytics and survey tools for easy identification of new revenue opportunities, business referrals and areas for service expansion.

Deliver estate planning

Help your clients generate a will (valued at $300-$500) using the Will Wizard, create a real time Executor Kit, and streamline introductions to your chosen estate planning specialists via the client portal.

Full list of portal features

Client surveys

Analytics

Fact find

Tax checklist

Request eSignatures

Branded app

Push notifications

Marketing collateral

Pre-populated Wills

Live data feeds

To-do and reminders

Staff management

Cashflow & budgeting

Wealth reports

Vehicle logbook

Receipt capturing

Campaigns

Insurance

Register for a free demo and discover how we can transform your business.

Client portal available on the Apple and Google stores: