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myprosperity
myprosperity is an award-winning software company that provides a unified platform for clients to come together with their advisers and get their entire financial world under control.
Founded in 2011, myprosperity combines proprietary technology with an extensive array of third party integrations to cover every aspect of an individual’s financial world. The company is now the leading private wealth platform in Australia, tracking more than $45B in assets and $7.5B in liabilities.
How we work together
Clients who use Sharesight to track their investments are able to view them from within their myprosperity wealth portal.
Read the official partnership announcement:
Sharesight data now available in myprosperity