Moneytree vs myprosperity
Moneytree
moneytree.com
myprosperity
myprosperity.com.auSide by side
| Figure | Moneytree | myprosperity |
|---|---|---|
| Price from | $99.58/mo | A$14.95/mo |
| Free plan | — | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 3 | 6 |
| Spec score · Financial Planning Software | 7.2 (#26) | 8.8 (#6) |
| Headquarters | Muncie, Indiana, United States | The contact page gives the address Level 12, 15 William Street, Melbourne, Victoria 3000, Australia. |
| Security | Moneytree says personal information is kept on servers in a controlled, secure environment and that its data storage facilities and engineering are located exclusively in the United States. | 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. |
| Support | The Client Support Team is available Monday through Friday, 8:00 AM to 8:00 PM ET, at 877-421-9815 ext. 0. | The company offers support for rollout and technical issues through its Support team. |
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
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.