myprosperity
www.myprosperity.com.aumyprosperity 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.
Read moremyprosperity 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.
Read moreCountry
City (Headquarters)
Hawthorn
Employees
11-50
Founded
2013
Estimated Revenue
$1,000,000 to $5,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Founder and Executive Chairman
Email ****** @****.comPhone (***) ****-****Non Executive Director
Email ****** @****.comPhone (***) ****-****Business Development Manager
Email ****** @****.comPhone (***) ****-****Partner Enablement Manager
Email ****** @****.comPhone (***) ****-****
Technologies
(1)