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
PKF
PKF Australia is a group of like-minded, independent firms focused on providing quality service to decision makers in business. PKF in Australia has 94 partners and 750 staff located throughout Australia.
SERVICES
Business Advisory
Tax
Auditing
SMSF
Corporate Financing
TECH STACK
Greatsoft
myprosperity
XPlan
Netsuite
Xero Practice Manager
FYI Docs
“We want to streamline everything that we do across the business. A big part of that is using technology to facilitate the capture and storage of current client data, with systems doing the heavy lifting and eliminating double-handling of that data.”
Steven Meyn
Chairman
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
Integral
Integral Private Wealth are renowned for providing superior service, transparent relationships and a focus on achieving outstanding results with professionalism and quality at the centre of everything they do.
SERVICES
Investments
Asset Service
Cashflow
Budgeting
SMSF
Tax
TECH STACK
AdvisorLogic
myprosperity
Xero Practice Manager
Class Super
Lonsec
“In the past, it would take us 5 hours to gather all the data on a client in preparation for an annual review. For the clients on myprosperity the preparation has been eliminated.”
David Simon
Executive Chairman
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.