myprosperity
myprosperity is a client portal for accounting and financial advice firms to work with clients across their financial lives. Firms can use digital-form templates or turn paper forms into branded forms for the portal. DocuSign signing is included on all plans, and Rooms brings chat, document upload and signing, and collaboration among clients, staff, and external professionals together. Live data feeds can provide current information from banks, property, car, planning, and investment platforms. Client tools include a live balance sheet, household profit and loss, budgeting, goal tracking, document storage, and an Executor Kit. The service is available on web, Android, and iOS. The company describes it as read-only, without the ability to move money into or out of linked accounts; it also says it uses 256-bit encryption, is ISO 27001 certified, and supports multi-factor authentication. Starter is free. Pro is 14.95 AUD per month per user, excluding GST. Connect costs 279.00 AUD per month, with GST added and a 12-month commitment; larger firm plans have higher fees, and Mobile First has a 24-month commitment.
Who it is for
myprosperity suits accounting and financial advice firms working with clients through a shared portal. Its client tools also serve households managing budgets, goals, documents, and financial information.
What is good
- DocuSign signing is included on all plans.
- Rooms combines chat, documents, signing, and collaboration.
- Client tools include budgeting and goal tracking.
- Read-only design cannot move money between linked accounts.
- Supports multi-factor authentication.
What to know first
- Pro costs 14.95 AUD per month per user, excluding GST.
- Connect costs 279.00 AUD per month plus GST.
- Partner plans require commitments of 12 or 24 months.
Verdict
myprosperity brings client collaboration, document workflows, and financial tools into one portal. Firms should weigh plan commitments and included user and storage limits against their needs.
myprosperity plans and pricing
All plansCompared on financial planning software
- Free plan
- Yes
- Cash-flow modeling
- Yes
- Goal planning
- Yes
- Tax planning
- Yes
- Insurance planning
- No
- Investment planning
- Yes
- Client portal
- Yes
