myprosperity is a world-class, personal finance platform that connects firms to their clients online.
myprosperity powers accounting and financial advisory firms to grow their revenue, increase client engagement and expand their online brand.
- Real time access to financial data
- Simple, cloud based online solution available on any device 24×7
- Digital process to uncover leads from existing clients
- Your brand, in front of your clients and prospects online featuring automated, client engagement
- Save time and money with real time access to all your clients’ up to date, personal data using secure data feeds.
They take the hard work out of staying on top of your clients personal financial position online, anytime, on any device.