Sharesight data now available in myprosperity

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Leading wealth portal myprosperity has announced a partnership with premier share portfolio tracker, Sharesight. Clients who use Sharesight to track their investments will now be able to view them from within their myprosperity wealth portal. The direct integration of Sharesight portfolio data within myprosperity is the latest milestone in the company’s ambitious journey to create a comprehensive shared data platform for accountants, advisers, and consumers. Chris Ridd, […]

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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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Rapidly growing financial software company partners with renowned accounting body

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Financial software company, myprosperity, has strategically partnered with The Institute of Public Accountants (IPA) to assist accountants to better service their clients. The partnership, which joins one of the country’s oldest representative professional bodies with a relatively recent addition to the fintech scene, aims to help accountants implement technology into their practices to make them […]

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