myprosperity

Online Financial Tool

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
  • a secure wealth portal where their clients can store important documents like their will, tax returns and insurance policies
  • a 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.

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