An all-in-one client portal that has innovative, digital tools for fact finds, collaboration and compliance to maximise business efficiencies and client engagement.
Scale client engagement
From digital fact finds to wealth checks, let myprosperity do the heavy lifting to streamline how you engage and collect data from your clients allowing you to focus on providing the best advice.
Amplify your digital brand
myprosperity has become a vital element in how we engage and get to truly understand our clients. It effectively takes our Statement of Advice (SOA) and makes it a live and transparent plan for our clients.
David Simon, Director of Integral Private Wealth
How it works
We’re going to show you how myprosperity works in 6 easy steps. Follow the timeline to see how it can fit in your workflow.
Join as a partner
Connect your practice manager
Connect investment feeds
Configure your branded app
Rollout your portal to your clients
Clients download app
Discover the benefits of the most powerful
client portal for advisers.
Explore more features
Features for your clients
Start your clients on a wealth journey they will love.
Access to you and their entire financial world anytime, anywhere.
Securely sign important documents and forms, anywhere, anytime and from any device.
Secure Document Storage
Store sensitive documents in one secure place, with access to them anytime, anywhere.
Live data feeds ensure valuations of property assets are up to date.
Live Balance Sheet
Maintain a real-time view of bank, loan and Super accounts, and investment portfolios.
Set budgets, track cash flow, and with tax tagging, they can stay on top of their taxes too.
Wills & Insurances
Securely store insurance policies and Wills, with the ability to produce an Executor’s kit.
Set and track financial goals in real-time to never lose sight of what you are working towards.
With guest permissions you have control over who has access to your details.