Blog - myprosperity

Free resource: Tax return in Rooms process map

Rooms is a place where Accountants can collaborate directly with clients and get the job done all...

Tupicoffs: Harnessing the power of client data in one place

Tupicoffs started as an insurance company in 1970 and when Neil Kendall joined in 1986, he left...

Tribeca: Building a true financial wellbeing practice

Ryan Watson was inspired to start his own wealth management firm, Tribeca, in December 2010 when...

myprosperity launches secure tech platform to reimagine how households collaborate with their trusted advisers

Melbourne, Australia, October 14, 2021 - Financial services platform myprosperity has today...

Finnacle: Providing accessible advice for millennials with technology

I had the pleasure to chat with Prashant Nagarajan from Finnacle about how he built his practice,...

Stanford Brown: A personalised approach to advice

Last week I had the pleasure of sitting down and discussing all things advice related with Vincent...

Trusted tech for the trusted Accountant and Adviser

A key focus for myprosperity is providing a platform that both our partner firms and their clients...

From digitisation to transformation

Over the last couple of decades, the financial services industry has been slowly digitising every...

FYI x myprosperity: Taking automation to a whole new level

I am super excited to announce our latest addition to the myprosperity integration suite....

Deeper client relationships at scale

This week I had the pleasure of joining the XY Podcast, hosted by Fraser Jack, Head of Media for...

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...

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...