The leading all-in-one client portal driving efficient, secure client engagement
Digital fact finds and forms
Efficiently create and complete fact finds and forms online with inbuilt workflow management and automated client reminders.
Secure document sharing and storage
Reduce back and forth emails by sharing and storing documents securely, and all in one place.
Digital document signing
Efficiently and securely obtain signature for important documents and forms, anywhere, anytime and from any device, either with our free eSignature provider (OneSpan), or with your own solution.*
Exceptional branded experience with customisable mobile app
Deliver exceptional digital experience with your own customisable branded mobile app, available in the App store and Google Play
Data integrations for whole of wealth view
Reduce double handling by integrating with a broad range of data feeds and providers to create a single view of your clients’ assets, liabilities and cash flow data.
Rooms for collaboration
One place to securely engage with your clients, and collaborate across all the financial professionals involved in servicing their needs, including lawyers, accountants and auditors, with audit trail capabilities.
*We support FuseSign, Docusign and Annature
Book a demo to discover how myprosperity can empower you to securely collaborate with your clients.
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