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Myprosperity

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3 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.8
Serving customers since
2013
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Myprosperity Reviews

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JW
John W.
Finance Director at Advisory365
01/13/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

Complete Accounting Practice Application for Proper Cost Management

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.
Sakshi S.
SS
Sakshi S.
01/05/2022
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Most amazing tool for data

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.
Roze F.
RF
Roze F.
12/19/2021
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

This tool has been great for our clients

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.

About

Contact

HQ Location:
Hawthorn, AU

Social

@myprosperity

What is Myprosperity?

Myprosperity, accessible at https://myprosperity.com.au, is a comprehensive financial management platform designed to empower individuals and families with the tools needed for effective personal financial planning. This innovative solution provides users with a real-time view of their financial status, including assets, liabilities, cash flow, and important documents all in one secure place. Tailored for both clients and their advisors, Myprosperity aims to streamline financial oversight, making it easier to track wealth, set budget goals, and work towards achieving financial security. The platform is particularly noted for its integration capabilities with other financial tools, enhancing its functionality and ease of use for managing everything from estate planning to taxes and investments.

Details

Year Founded
2013