Digital fact find
Be recognised for your specialty by joining the myprosperity ‘Get Sorted’ tribe, and support advisers as they work with clients to sort out their personal wealth strategy.
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Save time and money
Don’t waste time chasing missing data.Engage new and review clients via your digital fact find, then let technology do the heavy lifting
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Grow your client base
Give your clients what they want: a live, consolidated view of their entire financial world. from monthly wealth reports to live budgets, digital documents.