Media Release: Start The New Financial Year With myprosperity.com.au
myprosperity.com.au is a simple financial solution that allows users to manage their finances, including loans, repayments, budgeting and valuations, with live feeds from the ASX, Redbook, Yodlee and RP Data, all via a secure online portal.
Accountants and business advisers, PKF Sydney and the Spring Financial Group, use myprosperity.com.au software, along with many other financial planners and accounting groups; who are now calling myprosperity.com.au the new Xero or Class.
Keith Cullen, Founder & Managing Director at Spring Financial Group says:
“The myprosperity platform is the most effective client-engagement tool we have encountered.
“From a technology and service offering perspective it leads the world.
“Its open-architecture, enabling clients to link accounts from literally thousands of different financial institutions seamlessly, places it streets ahead of traditional “custodial” platforms. Its transaction tagging and integrated document signing improve business efficiency and most importantly client feedback has been 100% positive. They love it.”
myprosperity.com.au is considered the ideal solution for accountants and financial planners as they work to keep clients by exceeding generic online tool capabilities through secure links to personal information and by providing free reports, valuations, personalised tools and creating goals that can be tracked. myprosperity.com.au provides a complete wealth management solution for the financial advisor.
myprosperity.com.au is a growing company in the making and draws on the expertise that assisted in the development of carsales.com.au. Peter McCarthy was a leading financial planner for many years until he sold his practice and as a result of his extensive experience and knowledge in financial planning, myprosperity.com.au evolved.
Discussing the need for financial advisors to provide their clients with digital solutions, myprosperity.com.au Founder & Director, Peter McCarthy explains:
“With the development of online, self-completion tools, accountants and financial advisors now want to provide a personalised experience for their clients by moving into fields of wealth management and succession planning.
“The ability to provide advice depends on the quality of the data you have at your disposal and in this current digitally-driven financial environment, those that have the best digital solutions will be the ones to thrive.
“myprosperity.com.au is Australia’s most powerful and simple online financial tool that provides data that is always up-to-date.”
myprosperity.com.au software provides the following features:
- Secure access to real time information including client’s cash accounts, cars, properties, shares and super
- Access to real time data feeds from RPdata, Redbook, Yodlee and the ASX
- Digital process to uncover opportunities from existing and potential clients
- Fully branded cloud-based technology solution to assist financial providers and accountants to grow practice revenue and brand
- Auto Categorisation of client’s personal expenses to easily see where the money is spent
- Ability for a client to tag & filter transactions as tax items, upload receipts and documents
- Access via desktop, tablet or smart phone
myprosperity.com.au is a secure network, using high level security software. This security also means that accounts can only be viewed and transactions are not possible, ensuring that data is only used for planning and reporting. High level security also means that user details and information can only be accessed with permission.
myprosperity.com.au is Australia’s most powerful and simple online financial tool. It was created to help everyday Australians, in conjunction with their professional adviser, take control and stretch the value of their money.
myprosperity.com.au is an online tool that securely links an individual’s bank accounts, credit cards, loans, super, shares, property, car and more, all in one place, and can also manage and organise spending.
myprosperity.com.au can also be a useful tool for accounting firms, as it provides a secure platform for clients to disclose their financial information to the firm, making tax time easier.
The features of myprosperity.com.au include allowing users to get free reports, using personalised tools and creating and tacking goals which revolutionises the way you can manage your financial world.
For more information: www.myprosperity.com.au
For further information please contact:
Rod North, Managing Director,
Bourse Communications Pty Ltd
T: (03) 9510 8309 M: 0408 670 706
E: [email protected]