myprosperity
API—OSS—FREEyesDOCS5/5
MY6.0#7 of 34
outWeb—Windows—Mac—LinuxoutAndroidoutiOS
Ranked in Financial Planning Software ·Free plan· paid from A$14.95/mo
About
myprosperity is ranked #7 of 34 in financial planning software on Inferse. It runs on Android, iOS, Web. There is a free plan. Paid plans start at A$14.95/mo.
Compared on financial planning software
- Free plan
- Yesmyprosperity.com.au
- Cash-flow modeling
- Yesmyprosperity.com.au
- Goal planning
- Yesmyprosperity.com.au
- Tax planning
- Yesmyprosperity.com.au
- Insurance planning
- Nomyprosperity.com.au
- Investment planning
- Yesmyprosperity.com.au
- Client portal
- Yesmyprosperity.com.au
Facts
- Purpose
- myprosperity is a client portal for accountants and advisers to collaborate with clients across their financial lives.myprosperity.com.au · 30 Sept 2026
- Digital forms
- Firms can use designed templates or convert paper forms into branded digital forms for the portal.myprosperity.com.au · 30 Sept 2026
- Signatures
- DocuSign digital document signing is included on all plans.myprosperity.com.au · 30 Sept 2026
- Rooms
- Rooms combines chat, document upload and signing, and collaboration among clients, staff, and external professionals.myprosperity.com.au · 30 Sept 2026
- Financial data
- Live data feeds can provide current information from banks, property, car, planning, and investment platforms.myprosperity.com.au · 30 Sept 2026
- Client tools
- Client features include a live balance sheet, household profit and loss, budgeting, goal tracking, document storage, and an Executor Kit.myprosperity.com.au · 30 Sept 2026
- Integrations
- The integrations page lists practice management, document management, DocuSign, SMSF feeds, fund feeds, direct feeds, real estate valuations, and motor vehicle valuations.myprosperity.com.au · 30 Sept 2026
- Security
- The company says it uses 256-bit encryption and describes the service as read-only, with no ability to move money into or out of linked accounts.myprosperity.com.au · 30 Sept 2026
- ISO certification
- The home page states that myprosperity is ISO 27001 certified and supports multi-factor authentication.myprosperity.com.au · 30 Sept 2026
- Supported users
- The product is presented for accounting and financial advice firms and their clients.myprosperity.com.au · 30 Sept 2026
- Mobile apps
- The client portal is available through Apple and Google stores.myprosperity.com.au · 30 Sept 2026
- Support
- The company offers support for rollout and technical issues through its Support team.myprosperity.com.au · 30 Sept 2026
- Plan limits
- Partner plans have a 12-month commitment, except Mobile First, which has a 24-month commitment; Enterprise pricing is available for larger practices.myprosperity.com.au · 30 Sept 2026
- Company
- myprosperity says it was founded in 2011 and is part of HUB24 Limited.myprosperity.com.au · 30 Sept 2026
Company
- Founded
- 2011myprosperity.com.au · 28 Sept 2026
Best myprosperity alternatives
See all 20
Where it ranks on Inferse
Sources
- myprosperity.com.au/about-us/· checked 30 Sept 2026
- myprosperity.com.au/features/· checked 30 Sept 2026
- myprosperity.com.au/integrations-list/· checked 30 Sept 2026
- myprosperity.com.au/security/· checked 30 Sept 2026
- myprosperity.com.au· checked 30 Sept 2026
- myprosperity.com.au/contact-us/· checked 30 Sept 2026
- myprosperity.com.au/pricing/· checked 30 Sept 2026