Redefine your client experience

Simple pricing that fits your business.

Connect

$279

/month +GST

Unlimited Starter accounts

5 Pro Clients

White-labeled myprosperity mobile app and desktop

Generic digital forms

Lead generation tools

Branded marketing material

Designated Account Manager

Cloud document storage

Enhance

$399

/month +GST

Unlimited Starter accounts

10 Pro Clients

White-labeled myprosperity mobile app and desktop

Customised digital forms

Lead generation tools

Branded marketing material

Designated Account Manager

Cloud document storage

Digital document signing

Integrations with leading platforms

Client surveys & Analytics

Accelerate

$749

/month +GST

Unlimited Starter accounts

40 Pro Clients

White-labeled myprosperity mobile app and desktop

Customised digital forms

Lead generation tools

Branded marketing material

Designated Account Manager

Cloud document storage

Digital document signing

Integrations with leading platforms

Client surveys & Analytics

Mobile First

POA

Contact us today

Unlimited Starter accounts

100 Pro Clients

Branded mobile app available through Apple and Google stores

Customised digital forms

Lead generation tools

Branded marketing material

Designated Account Manager

Cloud document storage

Digital document signing

Integrations with leading platforms

Client surveys & Analytics

Partner plans are a 12 month commitment, except for Mobile First which is 24 months. Click here to compare client subscriptions. For more information about the portal or our pricing plans contact us.

Compare Partner Plans

Go digital with a client portal. Optimise your workflows and dive into new revenue streams. Scale your firm to new heights with powerful client data. Stand out from the crowd with a powerhouse digital brand.
Starter client subscriptions (included) Unlimited Unlimited Unlimited Unlimited
Pro client subscriptions (included) 5 10 40 150
Pro client subscriptions (additional) $14.95 per client $14.95 per client $14.95 per client $14.95 per client
Staff licences for the Practice Portal 10 20 40 Unlimited
Document storage for clients ($25 for additional 50GB bundles) 50GB 100GB 200GB 200GB
Digital Document Signing 3000 documents Unlimited Unlimited
Customised Fact Find
Client surveys
Advanced analytics (survey responses & reports)
Custom branded mobile app
Client list import
(Xero Practice Manager, MYOB, XPLAN, CSV)
Investment feeds (XPLAN, Macquarie and more)

Compare Client Subscriptions

Keep your clients’ financial world organised. Get a live, holistic view of your clients’ finances.
Price per user per month (exc. GST) Free (included in all Partner plans) $14.95
To-Dos (tasks & reminders)
Document storage
Request document eSignatures
Bank and credit card feeds One-time sync Live sync
Property & car valuations One-time Monthly
Monthly reports (wealth snapshot, cashflow, tax, etc.)
Live cashflow tracker, with auto-categorised transactions
Budgeting tools
Goals (retirement, savings, etc.)
Executor Kit

Are you an individual looking to get your finances under control? Get your free myprosperity Starter account here. For access to the Pro features, ask your accountant or financial planner whether they’re a myprosperity Partner.