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myprosperity

By myprosperity
5 out of 5 stars
 1 reviews
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Powerful client portal solution used by accountants. White label desktop, mobile app and reports that help better engage clients across their finances.
Rated
5.0
out of 5
Reviewed by
1
Xero user
Listed for
4 years
May 2021
Key functions
Accountant tools
Practice manager

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.

myprosperity
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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.

Getting started

Login to the myprosperity client portal. From the menu, navigate to Configure - Integrations, and select Xero Practice Manager. Then follow the prompts, it takes just a few seconds to complete the set up.

Screenshot 1 for app myprosperity

Reviews & ratings

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5.0 out of 5 stars
1 Reviews

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Most recent reviews

MS
Matt Sharwood
Posted 17 May 2021
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.
One person found this review 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

Functions

Accountant toolsPractice manager

Industries

Accounting

App details

By myprosperity
Added in 2021

Countries

Australia

Languages

English

Support

Setup walkthroughIntegration walkthroughContact supportsupport@myprosperity.com.au

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