myprosperity is an award-winning collaboration platform for personal wealth, used by accountants and planners to better engage clients, and help them achieve their financial goals. From initial contact to ongoing service, the wealth portal enables finance professionals to redefine the customer journey each step of the way. With live feeds powering balance sheet, cashflow, budgeting and goal setting features, the portal is a white-label platform that also boasts efficiency tools like digital forms, digital document signing, and an ecosystem of integration partners (Macquarie, Netwealth, BGL, xplan and Class to name a few) for a holistic, all-in-one approach to household finance. Partners can also be in the pocket of every client with a white labelled mobile app or their own custom branded app.

Website: myprosperity.com.au

Employees: 50 - 99

HQ:

Location: Auburn South, Victoria, AU

Revenue: 5 - 10 Million

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MyProsperity: Revolutionizing Personal Wealth Management In an effort to streamline and enhance personal wealth management, MyProsperity has developed an award-winning collaboration platform that is changing the way accountants and financial planners engage with their clients. Located in Auburn South, Australia, MyProsperity has established itself as a leader in the software industry, providing a comprehensive and innovative solution for financial professionals. The platform offers a wide range of features, including live feeds that power balance sheet, cashflow, budgeting, and goal setting tools. Additionally, the portal boasts efficiency tools such as digital forms, digital document signing, and an ecosystem of integration partners, including Macquarie, Netwealth, BGL, xplan, and Class. This all-in-one approach to household finance enables financial professionals to provide their clients with a personalized and holistic experience. MyProsperity's platform is designed to be user-friendly and customizable, allowing partners to create their own white-labeled mobile app or custom branded app. This feature enables financial professionals to stay connected with their clients and provide them with real-time updates and information. Founded by Peter McCarthy, MyProsperity has established itself as a respected name in the financial industry. With a team of experienced executives, including Stephen Jackel, Chris Ridd, and Peter McCarthy, the company continues to innovate and push the boundaries of personal wealth management. In conclusion, MyProsperity's cutting-edge platform is revolutionizing the way financial professionals engage with their clients. By providing a comprehensive and user-friendly solution, MyProsperity is helping to redefine the customer journey and enhance the overall experience of personal wealth management.

MyProsperity is a platform that helps people manage their money and achieve their financial goals. It's like a toolbox for financial professionals, like accountants and financial planners, to help their clients succeed. The platform has lots of useful features, like live updates of financial information, budgeting tools, and goal-setting tools. It also has ways to make tasks more efficient, like digital forms and digital signatures. And, it can connect with other financial tools and services, like banks and investment platforms, to give a complete view of a person's finances. Financial professionals can use MyProsperity to work with their clients in a better way. They can create their own branded app or use the white-label app to stay connected with their clients and help them reach their financial goals. It's like having a financial expert in your pocket!