Compare Client Subscriptions
Get your clients on Starter then upgrade your MVPs to Pro
Compare Client Subscriptions
Get your clients on Starter then upgrade your MVPs to Pro
Starter | Pro | |
Keep your clients’ financial world organised. | Get a live, holistic view of your clients' finances. | |
Price per user per month (not registered for VAT) | Free (included in all Partner plans) | £10 |
Efficiency Tools | ||
To-Dos (tasks & reminders) | ||
Vehicle logbook (iOS only) | ||
Document storage | ||
Digital document signing | (if enabled by Partner) | (if enabled by Partner) |
Balance Sheet | ||
Bank, credit card & investment feeds | Manual upload | Live sync |
Property valuations | One-time | Monthly |
Monthly reports (wealth snapshot, cashflow, tax, etc.) | ||
Goal Tracking, Cashflow & Budgeting | ||
Live cashflow tracker, with auto-categorised transactions | ||
Budgeting tools | ||
Goals (retirement, savings, etc.) | ||
Generational Finance | ||
Executor Kit |
Are you an individual looking to get your finances under control? Get your free myprosperity Starter account here. For access to the Pro features, ask your accountant or financial planner whether they’re a myprosperity Partner.