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myprosperity

myprosperity.com.au

From A$14.95/mo Free plan WebiOSAndroidAPI
Visit myprosperity.com.au
Spec score 8.8 #6 of 34 in Financial Planning Software

What it is

myprosperity is a client portal for accounting and financial advice firms to collaborate with clients across their financial lives. Firms can use provided templates or turn paper forms into branded digital forms, and every plan includes DocuSign signing. Rooms brings chat, document uploads, signing and collaboration among clients, staff and outside professionals together. Live data feeds can bring current information from banks, property, car, planning and investment platforms. Client tools include a live balance sheet, household profit and loss, budgeting, goal tracking, document storage and an Executor Kit. The portal is available on web, Android and iOS. The company describes the service as read-only, with no ability to move money into or out of linked accounts; it also says it uses 256-bit encryption, is ISO 27001 certified and supports multi-factor authentication. Starter is free, and Pro costs A$14.95 a month per user, excluding GST. Firm plans begin with Connect at A$279 a month, plus GST, on a 12-month commitment. Mobile First has a 24-month commitment.

Spec sheet

What it does
myprosperity is a cloud client portal that lets households and financial professionals share information, communicate and manage financial data in one place.Read 15 Oct 2026 · myprosperity.com.au
Purpose
myprosperity is a client portal for accountants and advisers to collaborate with clients across their financial lives.Read 30 Sep 2026 · myprosperity.com.au
Integrations
The integrations catalogue covers practice and document management, DocuSign, SMSF and fund feeds, direct banking or portfolio feeds, real-estate valuations and motor valuations.Read 15 Oct 2026 · myprosperity.com.au
Mobile apps
The client portal is available through Apple and Google stores.Read 30 Sep 2026 · myprosperity.com.au
Security
The company says it uses 256-bit encryption and describes the service as read-only, with no ability to move money into or out of linked accounts.Read 30 Sep 2026 · myprosperity.com.au
Support
The company offers support for rollout and technical issues through its Support team.Read 30 Sep 2026 · myprosperity.com.au
Headquarters
The contact page gives the address Level 12, 15 William Street, Melbourne, Victoria 3000, Australia.Read 15 Oct 2026 · myprosperity.com.au
Founded
2011Read 28 Sep 2026 · myprosperity.com.au
Company
myprosperity says it was founded in 2011 and is part of HUB24 Limited.Read 30 Sep 2026 · myprosperity.com.au
Acquisition
HUB24 announced completion of its acquisition of myprosperity on 30 May 2023 and said the business would operate as a separate unit.Read 15 Oct 2026 · data-api.marketindex.com.au
Android distribution
The Google Play listing shows more than 10,000 downloads and says personal information may be collected, data is encrypted in transit and deletion can be requested.Read 15 Oct 2026 · play.google.com
API availability
A public Swagger-based API documentation endpoint exists, but the opened page reports that its Swagger JSON could not be read.Read 15 Oct 2026 · api.myprosperity.co.nz
Authentication
Multi-factor authentication became mandatory for partners and clients from 30 November 2024, with email, SMS or authenticator codes and biometric options.Read 15 Oct 2026 · help.mpwealthportal.com
Client tools
Client features include a live balance sheet, household profit and loss, budgeting, goal tracking, document storage, and an Executor Kit.Read 30 Sep 2026 · myprosperity.com.au
Client wealth view
The platform presents assets, liabilities, cash flow, documents and net-worth information for clients and advisers.Read 15 Oct 2026 · g2.com
Company identity
ABN Lookup lists Myprosperity Pty Ltd as an active Australian private company from 10 March 2011, with main business location Victoria 3122.Read 15 Oct 2026 · abr.business.gov.au
Company size
LinkedIn lists myprosperity as a software-development company with 11–50 employees and Melbourne headquarters.Read 15 Oct 2026 · au.linkedin.com
Digital forms
Firms can use designed templates or convert paper forms into branded digital forms for the portal.Read 30 Sep 2026 · myprosperity.com.au
Digital information collection
Accountants can use checklists, digital forms and automated reminders to collect client information and reduce duplicate entry.Read 15 Oct 2026 · myprosperity.com.au
Documentation and support
The company provides partner and client help centres, guides, videos, webinars and technical support contact options.Read 15 Oct 2026 · myprosperity.com.au
Electronic signatures
DocuSign signing is built into the portal and is included on every listed plan.Read 15 Oct 2026 · myprosperity.com.au
Financial data
Live data feeds can provide current information from banks, property, car, planning, and investment platforms.Read 30 Sep 2026 · myprosperity.com.au
Financial feeds
Client subscriptions support bank and card feeds, property and vehicle valuations, cash-flow tracking, budgets, goals and periodic reports.Read 15 Oct 2026 · myprosperity.com.au
Founded and ownership
myprosperity says it was founded in 2011 and is part of ASX-listed HUB24 Limited.Read 15 Oct 2026 · myprosperity.com.au
Funding history
SmartCompany reported that myprosperity closed a $2.5 million strategic investment in February 2017.Read 15 Oct 2026 · smartcompany.com.au
FYI Docs integration
The FYI Docs connector synchronizes clients and documents in both directions, including signed documents.Read 15 Oct 2026 · help.mpwealthportal.com
ISO certification
The home page states that myprosperity is ISO 27001 certified.Read 15 Oct 2026 · myprosperity.com.au
Lead generation
White-labelled portals and configurable surveys are used to communicate services, identify client needs and generate leads.Read 15 Oct 2026 · myprosperity.com.au
Limit: delayed or incomplete feeds
App reviewers report feeds arriving several days late, failing to refresh, duplicate transactions and a desire for more lender connections.Read 15 Oct 2026 · apps.apple.com
Limit: duplicate email restriction
A G2 reviewer says an email address previously used with another firm cannot be reused for a new contact.Read 15 Oct 2026 · g2.com
Limit: interface and signup issues
App reviewers report navigation and iPad landscape readability problems, while UK reviewers report signup errors and rejected UK postcodes.Read 15 Oct 2026 · apps.apple.com
Mobile requirements
The iOS app is free, 111 MB and requires iOS or iPadOS 14 or later.Read 15 Oct 2026 · apps.apple.com
Plan limits
Partner plans have a 12-month commitment, except Mobile First, which has a 24-month commitment; Enterprise pricing is available for larger practices.Read 30 Sep 2026 · myprosperity.com.au
Praise: fact finds and reporting
G2 reviewers praise custom fact finds, completion reminders, notifications and downloadable PDF reports.Read 15 Oct 2026 · g2.com
Praise: usability and data
G2 reviewers repeatedly praise ease of use, client-data storage, net-worth tracking and linked bank feeds.Read 15 Oct 2026 · g2.com
Proprietary licence
The company describes proprietary technology, and its terms prohibit reverse engineering; no open-source licence is published.Read 15 Oct 2026 · myprosperity.com.au
Rating on Apple App Store Australia
3.6 out of 5 from 78 ratings.Read 15 Oct 2026 · apps.apple.com
Rating on Apple App Store United Kingdom
2.0 out of 5 from 4 ratings.Read 15 Oct 2026 · apps.apple.com
Rating on Capterra
0.0 out of 5 from 0 reviews.Read 15 Oct 2026 · capterra.com
Rating on G2
4.8 out of 5 from 3 reviews.Read 15 Oct 2026 · g2.com
Rating on GetApp
GetApp shows 0 reviews and no calculated rating.Read 15 Oct 2026 · getapp.com
Rating on Software Advice
Software Advice reports no reviews yet.Read 15 Oct 2026 · softwareadvice.com
Rooms
Rooms combines chat, document upload and signing, and collaboration among clients, staff, and external professionals.Read 30 Sep 2026 · myprosperity.com.au
Rooms collaboration
Rooms combine chat, documents, checklists, signatures and assigned tasks for a client job and can include external stakeholders.Read 15 Oct 2026 · myprosperity.com.au
Security claims
The security page describes 256-bit encryption, physical security controls, Verisign monitoring and McAfee-supported protection.Read 15 Oct 2026 · myprosperity.com.au
Signatures
DocuSign digital document signing is included on all plans.Read 30 Sep 2026 · myprosperity.com.au
Supported users
The product is presented for accounting and financial advice firms and their clients.Read 30 Sep 2026 · myprosperity.com.au
Xplan integration
The Xplan connector can import client and spouse details, portfolios, balance-sheet items and income or expenses.Read 15 Oct 2026 · help.mpwealthportal.com

Plans and prices

Starter Free Free (included in all Partner plans) Client subscription · bank and credit card one-time sync · property and car one-time valuations · tasks and reminders · document storage Read 30 Sep 2026 · myprosperity.com.au
Pro A$14.95 a month per user per month (exc. GST) Client subscription · live bank and credit card sync · monthly property and car valuations · additional Pro client subscriptions cost $14.95 per client Read 30 Sep 2026 · myprosperity.com.au
Connect A$279 a month +GST; 12-month commitment 300 Starter subscriptions · 5 Pro subscriptions · 10 staff licences · 50GB storage · 500 DocuSign signatures/year · generic digital forms · lead-generation tools · branded marketing · cloud storage · mobile app and desktop Read 15 Oct 2026 · myprosperity.com.au
Enhance A$399 a month +GST; 12-month commitment 600 Starter subscriptions · 10 Pro subscriptions · 20 staff licences · 100GB storage · 1,200 DocuSign signatures/year · configurable forms · integrations · surveys and analytics Read 15 Oct 2026 · myprosperity.com.au
Accelerate A$749 a month +GST; 12-month commitment 1,000 Starter subscriptions · 40 Pro subscriptions · 30 staff licences · 200GB storage · 3,000 DocuSign signatures/year · configurable forms · integrations · surveys and analytics Read 15 Oct 2026 · myprosperity.com.au
Mobile First A$1,500 a month +GST; 24-month commitment; contact required 2,000 Starter subscriptions · 100 Pro subscriptions · 40 staff licences · 200GB storage · 5,000 DocuSign signatures/year · branded Apple/Google app · designated account manager · configurable forms · integrations · surveys and analytics Read 15 Oct 2026 · myprosperity.com.au

Every myprosperity plan and price →

Strong points and limits

Strong points

  • DocuSign signing is included on all plans
  • Live feeds cover banks, property and investments
  • Client tools include budgeting and goal tracking
  • Read-only access cannot move linked-account money
  • Available on web, Android and iOS

Limits

  • Connect costs A$279 a month plus GST
  • Partner plans require a 12-month commitment
  • Mobile First requires a 24-month commitment

Who it suits

It is designed for accounting and financial advice practices and their clients, particularly firms that want shared forms, signing, records and financial tools in a portal. Plans include client subscriptions and staff licences at specified levels.

Verdict

myprosperity combines firm-client collaboration with financial data and client planning tools. Review the included subscription and licence counts, fees and commitment periods for the firm plan you are considering.

Where Specifiction places it

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