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myprosperity empowers advisers and their clients to make the most of their finances.
Powered by live data feeds, the client wealth portal offers everything from cashflow to budgeting, property, tax, and estate planning. Clients can manage their entire financial world in one place.
On the adviser side, myprosperity helps you scale your business with automated monthly reports, integrations with the main accounting and financial planning platforms, and built-in lead generation tools.
Among the 254 financial planners in our most recent survey that said they use a client portal, only 3 said they use myprosperity. As the tool receives more reviews on our directory, we will offer a view.
No integrations available for Cash Management
No integrations available for Cashflow Modelling
No other integrations available.
No integrations available for Platform
No integrations available for Practice Management System
No integrations available for Research
No integrations available for Suitability Profiling
Integrates One Way
Integrates Both Ways