
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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myprosperity is an award-winning collaboration platform for personal wealth, used by accountants and planners to better engage clients, and help them achieve their financial goals. From initial contact to ongoing service, the wealth portal enables finance professionals to redefine the customer journey each step of the way. With live feeds powering balance sheet, cashflow, budgeting and goal setting features, the portal is a white-label platform that also boasts efficiency tools like digital forms, digital document signing, and an ecosystem of integration partners (Macquarie, Netwealth, BGL, xplan and Class to name a few) for a holistic, all-in-one approach to household finance....
Myprosperity operates in the Software development industry.
Myprosperity's revenue is 11m - 100m
Myprosperity has 11 - 50 employees.
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