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Willingness to recommend

5/5

Based on 3 reviews

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.

NextWealth view

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.

Integrations

Cash Management
Cashflow Modelling
Other
Platform
Practice Management System
Research
Suitability Profiling

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

Legend:

Integrates One Way

Integrates Both Ways

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