Login
myprosperity
Willingness to recommend
5/5
About the provider
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.
Leave a review
NextWealth analysis
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
Based on 2 reviews
3.5/5
Integrates One Way
Integrates Both Ways
No integrations available for Back Office Systems
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 Research
No integrations available for Risk profiling and suitability
Reviews
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
September 2020
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
September 2020
