See how myprosperity is helping firms grow

In Part 2 of our Planning Innovation Series with Fenton Financial’s Director, Andy Fenton, we talk about emerging opportunities, the role of technology and the solutions his firm leverages to deliver better client outcomes.

What accountants and advisers are saying

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Head accountant

Steph Hinds

“Until myprosperity, we had no way of knowing what was happening in the personal finances of our business clients. Now, we can easily see their “whole of wealth” which really helps position us as a trusted adviser.“

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Change Accountants

Tim Munro

“myprosperity will be a game changer for the accounting & wealth advised industry.“

Director Sydney/Newcastle

Andrew Beattie

“We mandate the use of myprosperity to our clients because of the efficiencies it offers in gathering all their financial information in one place. It’s part of our standard offering and clients know that if they want to work with us, they need to be on myprosperity.”

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Principal Advisor

David Simon

“It used to take our staff up to 5 hours to gather financial information from the relevant third parties in preparation for client meetings. myprosperity has eliminated that time by putting all the information we need at our fingertips.“

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Director

Tim Henry

“It’s been fantastic having clients’ financial information in one place. Clients genuinely love it and the personalised financial reports they get every month really help keep them engaged.“

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Private Wealth Advisor

Sam Cranage

“Using myprosperity has freed up a lot of our time because we don’t have to chase client data.“

Head Accountant

“Until myprosperity, we had no way of knowing what was happening in the personal finances of our business clients. “

Change Accountants

“myprosperity will be a game changer for the accounting & wealth advised industry.“

Director

“It’s part of our standard offering and clients know that if they want to work with us, they need to be on myprosperity.“

Principal Advisor

“It used to take our staff up to 5 hours to gather financial information from the relevant third parties in preparation for client meetings.“

Director

“It’s been fantastic having clients’ financial information in one place. Clients genuinely love it and the personalised financial reports they get every month really help keep them engaged“

Private Wealth Advisor

“Using myprosperity has freed up a lot of our time because we don’t have to chase client data.“

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Get in touch or book a demo to discover how we can help your firm!

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