myprosperity
HQ Address
Level 1, 1 Oxley Road, Hawthorn, VIC 3122, Australia
Website Address
Business introduction
Easily collaborate with your clients
Ditch the back and forth emails, attachments, printing and signing, and bring it all together in one digital solution
Founded in 2011, myprosperity combines proprietary technology with an extensive array of third party integrations to cover every aspect of an individual’s financial world. myprosperity is on a mission to help households live their best financial lives.
In a world of financial complexity and friction, we have emerged as the leading client portal solution, making it easier for households to share, communicate and collaborate with their financial professionals across all aspects of their financial lives.
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......
business needs
- Business Intelligence & Practice Management
- Digital Platforms & Tools
- Financial & Retirement Planning
