Redefine your client experience

Simple pricing that fits your business.

Connect

  • Online client portal for clients to track their finances

  • Contextual promts to promote your services

  • Digital Fact Find

  • Practice dashboard with basic analytics

5 Pro client
subscriptions included

Enhance

CONNECT features, plus:

  • Request eSignatures with built-in push notifications

  • Customisable surveys & campaigns with advanced analytics

  • Integrations with leading industry platforms

  • And much more!

10 Pro client
subscriptions included

Accelerate

ENHANCE features, plus:

  • Advanced branding opportunities

  • Dedicated account manager help optimise your business

  • Sponsored client event to help promote your portal (up to $500)

  • And much more!

40 Pro client
subscriptions included

Mobile First

ACCELERATE features, plus:

  • Premium branded mobile app, customisable to fit your needs

  • Your own page in the App Store and Google Play Store

  • Premium priority support

  • And much more!

All Plans are billed monthly over a 12 month period.

Contact us about enterprise solutions.

All plans come with

Unlimited Starter client accounts

Branded marketing content

Launch Consultant for quick takeoff

Email and phone support

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.
Price per firm per month (exc. GST) $279 $399 $749 Contact Us
Starter client subscriptions (included) Unlimited Unlimited Unlimited Unlimited
Pro client subscriptions (included) 5 10 40 150
Pro client subscriptions (additional) $14.95 per client, per month
Automated monthly client reports
Staff licences for the Practice Portal 10 20 40 Unlimited
To-Dos (tasks & reminders)
Multi-factor Authentication
Payment gateway
Document storage for clients ($25 for additional 50GB bundles) 50GB 100GB 200GB 200GB
Digital Fact Find
Request document eSignatures
($216 exc. GST per year for an additional 3000 documents)
3000 documents Unlimited Unlimited
Customised Fact Find
Firm analytics (Practice dashboard)
Client surveys
Advanced analytics (survey responses & reports)
Themed campaigns
Will Wizard (will & referral engine)
Marketing & Branding
Customisable client report covers
Marketing Hub (branded marketing materials)
Sponsored client event
(up to $500)
Custom branded mobile app
Your page on the Apple App Store & Google Play Store
Client list import
(Xero Practice Manager, MYOB, XPLAN, CSV)
Investment feeds (XPLAN, Macquarie and more)
Launch Consultant
Partner Enablement Manager
5h of a Certified Consultant's time to onboard clients
Priority support channel (email & phone)

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 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)
Vehicle logbook (iOS only)
Document storage
Request document eSignatures (if enabled by Partner) (if enabled by Partner)
Bank, credit card & investment feeds Manual upload 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
Kwidz, the finance app for kids!

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.

Client portal available on the Apple and Google stores: