myprosperity launches Kwidz to help foster financial literacy education for Australia’s next generation Financial app helps advisers attract and retain the next generation of clients

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A leading wealth portal, myprosperity has launched Kwidz, a financial literacy app geared to help advisers bridge the generational gap that currently exists in household finances. The app introduces children, aged eight and up, to the key concepts of personal finance, helping them set savings goals, view spendings and track success. “We are excited to […]

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myprosperity and View Legal partner to offer automated estate planning services

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myprosperity, Australia’s leading personal wealth portal, is partnering with Australian estate planning firm, View Legal to provide free, standard wills. A personal wealth portal, myprosperity is a white-label desktop and mobile app that advisers and accountants can enable for their clients. The platform provides a consolidated, real-time view of a client’s entire financial world, thanks […]

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Fintech platform myprosperity announces integration with Macquarie Wealth

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myprosperity, Australia’s leading personal wealth platform for advisors today announced an integration with Macquarie Wealth to allow its customers secure, real-time access to the bank’s popular investment and cash management accounts. Macquarie Wrap is an industry-leading full service investment platform with more than $A85b in funds on platform, and its Cash Management Accounts (CMAs) the […]

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myprosperity and BGL announce integration to provide real time access to a client’s entire financial world

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myprosperity, the market leading financial collaboration platform for accountants and advisers, is proud to announce it has completed integration with BGL’s Simple Fund 360, the market leading cloud SMSF solution, to provide a holistic view of a client’s financial world. myprosperity and BGL Simple Fund 360 clients will now benefit from the ability to see […]

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