The client portal a client would want
The client portal a client would want
Grow your
digital brand
Get your firm its own mobile app and digital client portal with all the features your clients could want.
Drive client
engagement
From monthly wealth reports to recurring To-dos, you can choose when and how to engage your clients.
Increase practice efficiencies
Spend less time preparing meetings and more time helping clients thanks to live snapshots of their finances.
Pursue new revenue streams
Use your wealth portal to identify clients about to undertake financial decisions so you can better support them.
New age financial planning
myprosperity for Financial Planners
Your relationship with clients doesn’t need to end when they walk out the door. Take your business to new heights with a branded wealth portal.
- Automated fact finds help you save time and money.
- Use the advanced budgeting and cashflow tools to support your clients to achieve their goals.
- Leverage built-in engagement touchpoints like monthly wealth and property reports.
Accounting at its best
myprosperity for Accountants
Help your clients get their finances under control by keeping their financial world organised and up to date.
- Put your clients on a Pro subscription for live bank, pension, loan, and credit card feeds.
- Consolidate your clients’ data in one place, thanks to direct integrations with leading investment and real-estate platforms.
- When tax time rolls around, the live feeds and document uploads help your clients organise their data so you don’t have to.
Connecting business and personal
myprosperity for Bookkeepers
Bookkeepers, we need you! Help your clients organise their professional and personal finances by becoming a myprosperity certified consultant.
Connect with accountants and advisers to help them roll out myprosperity across their client base.
Special bookkeeper tools like the Bookkeeper Wizard make it easy for you to onboard clients and ensure their details are up to date.
