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Showing 1 - 10 of 12 results for "Myprosperity"

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 ...

Finnies recognise wealth management disruptors

KARREN VERGARA  |  WEDNESDAY, 8 MAY 2019
... finalists in the Excellence in Wealth Management category. They join the likes of RateSetter, Pocketbook, Map My Plan, MyProsperity, Sharesight, Longevity App and Ignition Advice. Zuper chief executive and co-founder Jessica Ellerm; Joel Robbie, chief ...

New partnership to simplify estate planning

JAMIE WILLIAMSON  |  MONDAY, 21 MAY 2018
Myprosperity is partnering with a specialist estate planning law firm to provide free, automated wills. Added estate planning functionality will allow financial advisers using the myprosperity platform to generate a standard, legally binding will from ...

Macquarie partners with wealth fintech

ALEX BURKE  |  TUESDAY, 8 MAY 2018
... personal wealth service established by a former Xero Australia managing director. As a result of the integration with myprosperity, users of the personal wealth platform will now have real-time access to Macquarie's investment and cash management accounts. ...

Saxo Bank moves banking platform to cloud

KANIKA SOOD  |  FRIDAY, 27 APR 2018
... Some wealth management companies are partnering with cloud-based platforms as well. In March, Netwealth joined the myprosperity portal that tracks around $30 billion in assets and more than $5 billion in liabilities for about 20,000 financial services ...

Netwealth partners for engagement

JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
... with a cloud-based wealth platform to assist financial advisers in improving client engagement. Advisers using the myprosperity portal can now view Netwealth client account investment and portfolio data on the platform and receive updates as to how their ...

Open banking regime to boost advice

DARREN SNYDER, KARREN VERGARA  |  MONDAY, 5 FEB 2018
... delivery of new technologies, and in turn, allow advisers to deliver greater value. Already partnering with fintech myprosperity, Patty has seen a marked difference in the way clients' expenses are analysed and reconciled, leaving them more engaged with ...
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