Become a Certified Consultant

Join for free as a Data Specialist or come on a journey with
us as a fully fledged myprosperity Certified Consultant!

Become a Certified Consultant

Become a Certified Consultant

Join for free as a Data Specialist or come on a journey with us as a fully fledged myprosperity Certified Consultant!

Data Specialist

Free

Data Specialist dashboard
with basic analytics
Data Specialist certification
1 Pro client portal to get
your finances sorted

Certified Consultant

$

49

per month + GST
Certified Consultant dashboard
with basic analytics
Certified Consultant certification
A spot on our consultant directory for more business opportunities
3 free Pro client portal subscriptions

Features

As client data experts, the Data Specialist and Certified Consultant portals have been tailored to suit your needs. Features include:

Data Specialist

Certified Consultant

Branded wealth portal with logo

Yes
Yes

Viewing assigned clients

Yes
Yes

Uploading documents on behalf of clients

Yes
Yes

Basic analytics for clients under management

Yes
Yes

Adding & upgrading own clients

Yes

Additionally, Data Specialists and Certified Consultants can provide the following services on behalf of their clients:

Data Specialist

Certified Consultant

Adding & managing wealth items

Yes
Yes

Budgeting & cashflow

Yes

Creating To-Dos

Yes

Monthly wealth and cashflow reports

Yes

For full access to all of the wealth portal’s functionalities, become a myprosperity Partner.

Features

As client data experts, the Data Specialist and Certified Consultant portals have been tailored to suit your needs. Features include:

Data Specialist

Yes

Branded wealth portal with logo

Yes

Uploading documents on behalf of clients

Yes

Basic analytics for clients under management

Certified Consultant

Yes

Branded wealth portal with logo

Yes

Uploading documents on behalf of clients

Yes

Basic analytics for clients under management

Yes

Adding & upgrading own clients

Additionally, Data Specialists and Certified Consultants can provide the following services on behalf of their clients:

Data Specialist

Yes

Adding & managing wealth items

Certified Consultant

Yes

Adding & managing wealth items

Yes

Budgeting & cashflow

Yes

Creating To-Dos

Yes

Monthly wealth and cashflow reports

For full access to all of the wealth portal’s functionalities, become a myprosperity Partner.

Ready to sign up?Join now