EVPro vs myprosperity
EVPro
ev.uk
myprosperity
myprosperity.com.auSide by side
| Figure | EVPro | myprosperity |
|---|---|---|
| Price from | — | A$14.95/mo |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 1 | 6 |
| Spec score · Financial Planning Software | 8.6 (#10) | 8.8 (#6) |
| Company | The maker is EValue Limited, whose registered office is in Newbury, England, and whose registered number is 07382500. | myprosperity says it was founded in 2011 and is part of HUB24 Limited. |
| Founded | 1993 | 2011 |
| Headquarters | Newbury, Berkshire, United Kingdom | The contact page gives the address Level 12, 15 William Street, Melbourne, Victoria 3000, Australia. |
| Integrations | The product page lists back-office integrations with Intelliflo, Iress, Plannr, and FNZ. | The integrations catalogue covers practice and document management, DocuSign, SMSF and fund feeds, direct banking or portfolio feeds, real-estate valuations and motor valuations. |
| Purpose | EVPro is an end-to-end financial planning solution for advisers to assess, build, stress-test, review, and solve client plans. | myprosperity is a client portal for accountants and advisers to collaborate with clients across their financial lives. |
Plans
myprosperity
- StarterFree
- ProA$14.95 a month
- ConnectA$279 a month
- EnhanceA$399 a month
- AccelerateA$749 a month
- Mobile FirstA$1,500 a month
In their own words
EVPro
EVPro is financial planning software for advisers to assess, build, stress-test, review, and solve client plans. Its modules address risk profiling, investment analysis, cash-flow planning, and portfolio construction. EVPro Risk uses psychometric, behavioural, knowledge-based, and sustainable investing questions. EVPro Invest analyses existing investments and supports suitability assessments against client objectives and risk appetite. EVPro Goal builds cash-flow plans for pre-retirement, retirement, and post-retirement, modeling the probability of meeting expenses across more than 1,000 market scenarios. EVPro Portfolio can risk-rate funds, create model portfolios, show asset allocations, and import model portfolios in bulk. Solver adds optimization and stress tests to Invest and Goal; Review adds plan analysis, amendments, client communications, and firm-level oversight to Goal. Listed back-office integrations include Intelliflo, Iress, Plannr, and FNZ. EVPro runs on web, Android, iOS, macOS, and Windows. Pricing is on request; prospective users can book a demo to trial the product, with no trial duration stated. EV says its journey began in 1993 and EVPro launched in 2022.
myprosperity
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.