Introducing the MyProsperity Client Portal
Everything in one place
Enjoy the benefit of having all your accounts in one place with one login. MyProsperity is your personal wealth portal, bringing together all your important documents conveniently in one place, and cutting out the paper trail.
Build your A-Team
Invite family members and professionals, like your accountant and lawyer, to collaborate. Assign permissions to control what they can view or change.
Cross-device to-do list for yourself & your team
Create and assign tasks. Set deadlines and get reminders on both desktop and mobile.
Sign and upload documents on the go
Log in to your portal on desktop, mobile, or tablet to e-sign documents. Upload files and even photos securely.
Your Security is our Top Priority
Layered defence
Layers of security are embedded throughout the platform to ensure the safety of your financial data.
Bank level security
We use the same levels of encryption as banks and other financial institutions.
Your money is untouchable
As a read-only service, the wealth portal cannot be used to move or modify funds.
Optional Upgrades
Keep track of your goals
Our personal wealth portal allows you to set, plan, track and manage financial goals and visualise your progress towards achieving. Remember a goal without a plan is just a wish!
Budget is a breeze
Say goodbye to spreadsheets. Take control with instant budgets created around your spending and set limits on categories.
Track your spending, create new habits
Whether you’re spending too much on travel, coffee, or shoes, your portal helps you manage your spending with easy-to-use cashflow and budgeting features
How to Activate Your Account
