Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 18 results for "MyProsperity"

HUB24 unveils new offering for lower balance clients

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
... funds, direct property, and other assets. HUB24 further bolstered its platform earlier this year when it acquired myprosperity.

New advice firm hits Melbourne

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
... 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 ...

HUB24 profits surge 64%

CHLOE WALKER  |  TUESDAY, 22 AUG 2023
... 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 ...

HUB24 unveils new data feeds

CHLOE WALKER  |  WEDNESDAY, 2 AUG 2023
... 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 ...

HUB24 to buy myprosperity

CASSANDRA BALDINI  |  WEDNESDAY, 3 MAY 2023
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 ...

myprosperity launches new platform

ELIZABETH MCARTHUR  |  WEDNESDAY, 13 OCT 2021
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 integrates with myprosperity

KARREN VERGARA  |  FRIDAY, 30 APR 2021
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 ...

HUB24 partners with wealth platform

ANNABELLE DICKSON  |  WEDNESDAY, 11 NOV 2020
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 ...

Count Financial adds tech integrations

ALLY SELBY  |  THURSDAY, 2 APR 2020
... 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 ...

Finnies showcase best in fintech

ELIZABETH MCARTHUR  |  THURSDAY, 13 JUN 2019
... Collaborations and Partnerships and Best Partnership of the Year. Meanwhile, Excellence in Wealth Management went to MyProsperity. FinTech Australia general manager Rebecca Schot-Guppy congratulated the winners. "This year we set out to acknowledge collaboration ...
PAGE:
1
PREVIOUS
NEXT