See how myprosperity is helping firms grow
Technology, compliance & automation
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
Steph Hinds
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.“
Tim Munro
Change Accountants
Tim Munro
“myprosperity will be a game changer for the accounting & wealth advised industry.“
Andrew Beattie
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.”
David Simon
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.“
Tim Henry
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.“
Sam Cranage
Private Wealth Advisor
Sam Cranage
“Using myprosperity has freed up a lot of our time because we don’t have to chase client data.“
Stehp Hinds
Head Accountant
“Until myprosperity, we had no way of knowing what was happening in the personal finances of our business clients. “
Tim Munro
Change Accountants
“myprosperity will be a game changer for the accounting & wealth advised industry.“
Andrew Beattie
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.“
David Simon
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.“
Tim Henry
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“
Sam Cranage
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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