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.
Company Details
- Employees
- 52
- Address
- Level 1, 1 Oxley Road, Hawthorn,vic 3122,australia
- su****@****.com.au
- Industry
- Software Development
- NAICS
-
Software Publishers
- Website
- https://myprosperity.com.au/
- Keywords
- (AWS).
- HQ
- Hawthorn, VIC
Myprosperity Questions
Myprosperity's website is https://myprosperity.com.au/
Myprosperity's LinkedIn profile is https://au.linkedin.com/company/myprosperity
Myprosperity has
52 employees.
View email and phone details for 52
employees at Myprosperity.
Myprosperity's industry is
Software Development
Myprosperity's top competitors are
Nowinfinity,
Iress,
Hesta,
Netwealth - See Wealth Differently (Asx:nwl),
Xero,
Hub24 Limited,
Fortnum,
Smsf Association,
Class,
Augustus Solutions.
Myprosperity's support email address is support@myprosperity.com.au
Myprosperity's categories are Software Development
