myprosperity has created a world-leading personal wealth portal to help accountants and financial planners grow their revenue, increase client engagement and create an online brand.
- fully branded online portal to manage and communicate with clients
- real-time access to clients’ up to date data including property feeds, bank accounts, credit cards, investments and loans
- integration with Class Super and Class Portfolio
- secure wealth portal where their clients can store important documents like their will, tax returns and insurance policies
- simple, automated process to uncover new opportunities from clients
myprosperity has delivered a solution that helps to connect advisers and their clients online, anytime on any device.