Myprosperity Reviews & Product Details

I have been using this software for myself and my clients for over three years. It is one of the most user-friendly software!

The software allows you to store client information, gather information, and help clients track their net wealth! It links with much different software that allows the bank feeds to be updated so clients can see their wealth grow. Review collected by and hosted on G2.com.

There is nothing that I can think of that I don't like about it. The platform allows the accountants to store the most relevant information about the clients and for clients to send data to use through their secure network, Review collected by and hosted on G2.com.

I love how easily you can send a custom fact find to a client. My prosperity sends reminders to our clients, and it also notifies you when it's done. I also love how the PDF reporting is dislpayed. I can download it and share it with key partners. Review collected by and hosted on G2.com.

The only thing would be is if the client has used my prosperity in the past with another firm/ company, you'll need a new email address to create a contact in your system. it doesn't like duplicate email addresses. Review collected by and hosted on G2.com.

Myprosperity is the tool with all the financial recordings, making the business prepare the appropriate financial statements.

More so, Myprosperity increases the accuracy and transparency of every transaction, as the proper recording is always handled. Review collected by and hosted on G2.com.

Myprosperity is the rational accounting option used by many businesses without any compromise or challenges. The credibility that Myprosperity has makes it preferred and desired. Review collected by and hosted on G2.com.