myprosperity vs Timeline
myprosperity
myprosperity.com.auTimeline
timeline.coSide by side
| Figure | myprosperity | Timeline |
|---|---|---|
| Price from | A$14.95/mo | £0.01/mo |
| Free plan | Yes | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 6 | 3 |
| Spec score · Financial Planning Software | 8.8 (#6) | 7.4 (#24) |
| Founded | 2011 | 2018 |
| Headquarters | The contact page gives the address Level 12, 15 William Street, Melbourne, Victoria 3000, Australia. | 70 Gracechurch Street, London, EC3V 0HR, United Kingdom |
| 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. | The platform page says it connects with Intelliflo, Plannr and Woven through its Seccl partnership and supports data from more than 20 platform providers. |
| Purpose | myprosperity is a client portal for accountants and advisers to collaborate with clients across their financial lives. | Timeline describes itself as an integrated planning, investing and platform ecosystem for financial advisers. |
| 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. | The platform page states that client account information is held securely with 256-bit encryption and that clients are covered by the FSCS. |
| Support | The company offers support for rollout and technical issues through its Support team. | Platform advisers receive direct access to an experienced platform specialist and a single relationship 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
Timeline
- Timeline Portfolios£0.09 a year
- Timeline Platform£0.15 a year
- Timeline Planning£135 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.