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.

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

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.

Client portal available on the Apple and Google stores: