myprosperity

www.myprosperity.com.au

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.

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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.

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Country

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City (Headquarters)

Hawthorn

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Employees

11-50

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Founded

2013

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Founder and Executive Chairman

    Email ****** @****.com
    Phone (***) ****-****
  • Non Executive Director

    Email ****** @****.com
    Phone (***) ****-****
  • Business Development Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Partner Enablement Manager

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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