Powerful client portal solution used by accountants. White label desktop, mobile app and reports that help better engage clients across their finances.

    Overview

    myprosperity is on a mission to help households live their best financial lives. In a world of increasing financial complexity, myprosperity has emerged as the leading solution in providing a holistic or ‘whole of wealth’ view of a household’s finances. This award winning platform is a white labelled mobile app and desktop, and has two interfaces that help deliver the best client outcomes; a client portal used by accountants, planners, brokers and multidisciplinary firms to better engage households (clients) in all aspects of their financial lives to achieve their goals; and a wealth portal used by individual households to store, manage and track all their financial affairs.

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    myprosperity + Xero

    As an accountant, attention to detail is a top priority, so you'll be happy to know that when you connect Xero with myprosperity it eliminates double handling of client details. Which means when you or your client updates their personal information like name, address, phone number or email address in Xero, it will automatically update in myprosperity and vice versa. A neat integration that automatically updates both systems whenever changes are made.

    Reviews & ratings

    5.0 out of 5 stars
    1 Reviews
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    MS
    Matt Sharwood
    Posted
    5 out of 5 stars
    I have been using MYP for years. It has proven to be an invaluable app we use to manage our clients financial information and more recently allocating tasks to be completed via there Room functionality. The team at MYP are always more than helpful.

    Additional info

    Shared data

    Xero
    myprosperity
    Contactsshared from myprosperity to Xero
    Contactsshared from Xero to myprosperity
    Usersshared from myprosperity to Xero
    Usersshared from Xero to myprosperity

    App details

    Added in 2021
    Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.