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Level 1, 1 Oxley Road, Hawthorn, VIC 3122, Australia

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Business introduction

Finances – sorted

Redefining personal finances for advisers and their clients

Personal wealth redefined
myprosperity empowers advisers and their clients to make the most of their finances.

Powered by live data feeds, the client wealth portal offers everything from cashflow to budgeting, property, tax, and estate planning. Clients can manage their entire financial world in one place.

On the adviser side, myprosperity helps you scale your business with automated monthly reports, a built-in tax wizard, integrations with the main accounting and adviser platforms, and built-in lead generation tools.

myprosperity Solutions

myprosperity for Advisers

Fact finds just got a whole lot easier Don’t waste time chasing incomplete information from clients. Automate the fact find process with the Form Fill wizard. Digitise your firm’s fact find and turn it into a wizard for clients to complete via the wealth portal Your clients will be prompted to update any......

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