Search Results | Showing 1 - 10 of 19 results for "MyProsperity" |
| | HUB24, which owns Xplore Wealth, Class, and myprosperity, surpassed the $100 billion milestone at the end of March. Some $79.7 billion in FUA, up 34% year on year, came directly from the platform. Its Portfolio Administration and Reporting Services' ... |
| | | ... funds, direct property, and other assets. HUB24 further bolstered its platform earlier this year when it acquired myprosperity. |
| | | ... user experience, goals-based advice, and an affordable fee model. "Clients will have their own client portal via myprosperity with live investment and bank data feeds," he said. "The portal provides visibility for clients so that they can see if they ... |
| | | ... growing its market footprint and positioning for future growth." This, HUB24 said included the recent acquisition of myprosperity to further progress the group's 'platform of the future' strategy. Since acquiring Class Limited (Class) in February 2022 ... |
| | | ... processes." The upgrades follow in a long line of recent developments for HUB24. In May, HUB24 agreed to buy finance app myprosperity for $40 million. "The acquisition is expected to deliver long term shareholder value by accelerating HUB24's platform ... |
| | | The platform provider has agreed to take over 100% of myprosperity for $40 million, aiming to do so by the end of June. Melbourne-based myprosperity specialises in client portals for financial advisers and accountants and will be operated as a separate ... |
| | | Financial services platform myprosperity launched its latest technology offering for financial advisers. The service is called Rooms and aims to create a collaborative, fully digital service where households and businesses can connect with financial ... |
| | | Midwinter Financial Services has integrated with client portal solution provider myprosperity. Financial advisers using Midwinter's financial planning solution AdviceOS can now log into myprosperity and extract data such as personal details, entities ... |
| | | Managed accounts platform HUB24 and wealth management software myprosperity have partnered to allow financial advisers who use both platforms to access digital signature functionality. Advisers will now be able to use myprosperity's integrated digital ... |
| | | ... saved somewhere between 12,000-15,000 hours a year alone, just on that part of the advice chain." Partnering with MyProsperity, Astute Wheel, Padua Sorrento, Moneysoft and Iress, the new tech integrations focus on improving the data handling process ... |
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