Why myprosperity

An all-in-one client portal that has innovative, digital tools for fact finds, collaboration and compliance to maximise business efficiencies and client engagement.

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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

Get a branded mobile app for your firm and give clients 24/7 access to their finances via your own digital client portal.

Grow revenue

Discover untapped opportunities in your client base with the portal’s in-built surveys and powerful analytics designed to help you identify your clients’ wealth needs.

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

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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.

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1

Join as a partner

2

Connect your practice manager

3

Connect investment feeds

4

Configure your branded app

5

Rollout your portal to your clients

6

Clients download app

1
Join as a partner
2
Connect your practice manager
3
Connect investment feeds
4
Configure your branded app
5
Rollout your portal to your clients
6
Clients download app

Features

Discover the benefits of the most powerful
client portal for advisers.

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Digital Forms
Redefine how you collect information from clients. Choose from our expertly designed fact find and onboarding templates, or ask us to convert your paper forms to a branded, digital experience that will save you time and eliminate double entry.
Live Balance Sheet
Set clients up with their own balance sheet that is synced to live data feeds across their bank and Super accounts, as well as investments portfolios to maintain a real-time view of their entire financial position.
Live Balance Sheet
Set clients up with their own balance sheet that is synced to live data feeds across their bank and Super accounts, as well as investments portfolios to maintain a real-time view of their entire financial position.
Automated Reports
Discover opportunities via client surveys and derive insights from them using analytics to help you create targeted promotional campaigns that will put you on the front foot when pre-empting and servicing your clients’ needs.
Lead Generation
Gain deeper insights into your clients’ financial progress with the help of automated reports that put the enjoyment back into annual review preparation.
Lead Generation
Gain deeper insights into your clients’ financial progress with the help of automated reports that put the enjoyment back into annual review preparation.

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Features for your clients

Start your clients on a wealth journey they will love. 

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Mobile App

Access to you and their entire financial world anytime, anywhere.

Document signing

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.

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Asset management

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.

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Household P&L

Set budgets, track cash flow, and with tax tagging, they can stay on top of their taxes too.

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Wills & Insurances

Securely store insurance policies and Wills, with the ability to produce an Executor’s kit.

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Goal tracking

Set and track financial goals in real-time to never lose sight of what you are working towards.

Guest access

With guest permissions you have control over who has access to your details.

Register for a free demo and discover
how we can transform your business.

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