Blog - myprosperity

The case for senior clients and advice technology

When it comes to managing the portfolios of senior Australians, it can be easy to make...

Data is the new oil

In 2006, the phrase “data is the new oil” was coined by British data analyst and architect...

Class

Integrations Power-up your portal with world-class integrations from leading platformsClassby...

Meet myprosperity’s newest addition to the team, CPO Josh Centner

We’re super excited to introduce the newest addition to our award-winning team - joining us this...

Could Artificial Intelligence be the next game-changer in financial services?

In an early glimpse at some of the proposed spending commitments in this week's federal...

myprosperity x Midwinter: A tech stack that does the heavy-lifting for you

As the demand for quality financial advice grows, we find ourselves entering a new era of...

Silver lining in Financial Advice Landscape report

In mid-April, Adviser Ratings released its 2020 Advice Landscape Report and some findings...

How this wealth manager uses technology to uncover deeper insights for a holistic advice service

Much is written about how to grow your practice, how to scale using technology to provide...

Enhanced guest permissions put clients’ minds at ease

The best thing an accountant or adviser can do for their clients is put their mind at ease when it...

Janine Allis on the WoWcrowd

This month, we continue our WoWcrowd series with another brilliant episode, and leading the...

Technology is the key to responsible lending

Earlier this week the controversial reforms that the Federal Government has been pushing...

COVID – a year on, and the year ahead

It was around this time last year that we entered into the first lockdown in Victoria, with...

Partner Spotlight: Financial Lifestyle Managers

The question that is asked more than any other before committing to a new client management...

WoWcrowd episode three – Get financially fit

To kick 2021 off, the first episode of the year had to be topical and motivating, especially given...

Would you recommend a neobank to your clients?

In 2014 when I was running Xero in Australia, I recall a rather prophetic article that quoted Mike...

Access to Advice: a $630B annual problem for Australia

Access to financial advice for ordinary Australians has become a big theme in the media of late,...

WoWcrowd episode two – Why invest in deeper relationships

The second episode of WoWcrowd led by Garry Lyon, former Captain of Melbourne Football Club and...

2021, an advice odyssey

When the pandemic first hit and markets went into meltdown in March of last year, Australians and...

A wrap up of 2020

Rounding out an unusual and memorable year, our CTO, Stephen Jackel hosted the final What’s New at...

Protect your business from cyber attacks

Our focus in 2020 has understandably been consumed by the community health crisis caused by...

PKF’s holistic approach to servicing clients

Revenue: $20M+Clients: 4,000+Staff: 150+Services: Audit & Assurance, Business Advisory,...

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Buy Now Pay Later, a debt trap for young people?

As someone who's not a rampant Twitter user, I sent out a tweet a few weeks ago after reading...

Using the portal to identify new opportunities and extend wealth services

Firm snapshot Revenue: $1-5M Clients: 2,000+ Staff: 21-40 Services: Investment, taxation, business...