by myprosperity | Aug 31, 2017 | Blog, Meet the team |
Orginally hailing from the land of the maple leaf, Karen completed a Bachelor of Commerce at Melbourne University before moving into accounting for a decade. Karen spent 8 years with Banklink/MYOB in a senior consulting role helping firms move clients to cloud based...
by Stephen Jäckel | Aug 31, 2017 | Blog |
The myprosperity platform allows you to engage with clients more deeply and on the issues that matter to them the most. The NowInfinity integration transforms that moment when clients sign their annual ASIC form into a moment of client engagement, demonstrating that...
by myprosperity | Aug 15, 2017 | Blog, Partner profile |
Pictured: Chris Ridd, Shane Mitchell and Matthew Green Conrad Francis and Shane Mitchell are directors of Perth based financial planning firm, Inspired Money. We were lucky enough to catch up with them to discuss their thoughts around technology in the financial...
by myprosperity | May 24, 2017 | Blog |
We recently announced that myprosperity has partnered with the Institute of Public Accountants (IPA) and I’m very excited to be planning a range of joint activities as we seek to bring new opportunities to the personal wealth industry. To date, this industry has...
by myprosperity | May 16, 2017 | Blog |
Whilst these manual bookkeeping services are being superseded by the vastly more efficient hand of artificial intelligence, other revenue streams are arising for the bookkeeper – and ironically, it is cloud computing itself that is opening up these new...
by myprosperity | May 9, 2017 | Blog, Featured |
There isn’t a product like this that manages a client’s financial world. myprosperity fills a huge gap in the adviser market and could become the Xero of personal finance. There’s a fair amount of excitement brewing at mypropersity HQ as we finalise the plans for the...
