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.