Myprosperity

What Myprosperity does

Myprosperity operates a cloud-based, ISO 27001-certified client portal platform targeting Australian accounting firms and financial advisers. The platform unifies secure document storage, digital fact-find forms, e-signature workflows (via DocuSign), real-time financial data aggregation (via Yodlee covering 600+ banks and financial institutions), property and vehicle valuations (via Cotality and Red Book), and a collaboration workspace (Rooms). It is offered through a white-labeled, branded mobile app and integrates with more than 50 third-party platforms spanning practice management (Xero, MYOB, Iress, APS, MidWinter), fund administration (HUB24, Macquarie, Netwealth, Praemium, Sharesight), and SMSF software (BGL, Class). Security architecture includes 256-bit encryption, multi-factor authentication, and a read-only design that does not permit money movement.

The company monetizes through a tiered partner subscription model — Connect ($279/month), Enhance ($399/month), Accelerate ($749/month), and Mobile First ($1,500/month, 24-month term) — with included client allocations, plus a $14.95/client/month Pro subscription for live data feeds and advanced features. Enterprise pricing is available for larger practices, and partner plans carry 12-month commitments. Distribution combines direct enterprise sales, a partner/referrer channel in which accounting and advisory practices white-label and resell the portal, and branded mobile app distribution via Apple and Google app stores. Customers include named enterprise references such as PKF, Integral Private Wealth, Grimsey Wealth, BlueRock, Vove Financial, Prime Advisory, and Hamilton Wealth.

Myprosperity was founded in 2011 and is headquartered in Melbourne (Hawthorn). It operates as a subsidiary of HUB24 Limited (ASX:HUB), aligning it with the HUB24 wealth platform and Class SMSF accounting software. The company employs 40+ people, holds ISO 27001 certification, and has earned Deloitte Fast 500 Asia Pacific recognition (2023), Finnies 2020 awards, and multiple 2018 Innovator of the Year honors. Revenue figures are not publicly disclosed.

Name

Myprosperity

Legal name

myprosperity Aust Pty Ltd

Website

https://myprosperity.com.au

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Myprosperity is an Australia-based cloud client portal platform serving accounting and financial advisory firms, enabling secure data aggregation, document management, digital signatures, and client collaboration through 50+ ecosystem integrations as part of the HUB24 Group.

Ownership category

akta.pro rank

Product category

Client Portal Software

NAICS

Software Publishers (5132), Software Publishers (513210), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Prepackaged Software (7372)

akta.pro primary industry

Data Sharing, Data Exchange & Data Marketplace Platforms (HDAEABAH)

akta.pro secondary industries

Credit & Underwriting Data Services (alt data feeds, affordability, bureau augmentation) (FSAGACAH), Managed File Transfer (MFT) & B2B/EDI Integration (HDAEACAG)

Keywords

• Client portal platform
• Financial data aggregation
• Practice management software
• Wealth management platform
• Digital workflow automation

Headquarters

HQ city

Hawthorn

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription Revenue: Monthly subscription fees from partner firms (accountants and advisers) who pay for access to the platform to serve their clients. Tiers range from Connect ($279/month) to Mobile First ($1,500/month).
2. Client Subscriptions (Pro Accounts): Additional Pro client subscriptions at $14.95 per client per month, beyond the included allocations in each tier.
3. Enterprise/Custom Pricing: Enterprise pricing for larger practices, offered on a quote basis.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

myprosperity provides a cloud-based client portal platform that enables Australian accounting firms and financial advisory practices to collaborate securely with their clients, automate data collection, aggregate real-time financial information across bank, investment, superannuation, property, and vehicle accounts via Yodlee, store documents, collect digital signatures, and manage tasks. The platform is sold via tiered monthly subscriptions (Connect, Enhance, Accelerate, Mobile First) and includes a white-label branded mobile app distributed through app stores.

Product overview

Myprosperity is a unified client portal platform providing secure digital collaboration tools for accountants and financial advisers. The core product is the Client Portal with four pricing tiers: Connect ($279/month), Enhance ($399/month), Accelerate ($749/month), and Mobile First ($1,500/month). The platform integrates Digital Forms for data collection, Rooms for collaboration, Live Balance Sheet for real-time financial views, Automated Reports, Client Surveys, Lead Generation, Digital Document Signing (via DocuSign), Document Storage, Cashflow & Budgeting tools, Goal Tracking, and Branded Mobile Apps. Client subscriptions include free Starter accounts and $14.95/month Pro accounts. The platform is white-labeled for partner firms and integrates with major practice management systems (Xero Practice Manager, MYOB, APS, Iress, MidWinter), fund platforms (HUB24, Macquarie, Netwealth, Praemium, Sharesight), SMSF systems (BGL, Class), and data providers (Yodlee for banking, Cotality for property, Red Book for vehicles). Security features include 256-bit encryption and ISO 27001 certification.

Differentiator

Problem solved

Functional benefit

Products and services

• myprosperity Client Portal Platform Cloud-based, ISO 27001 certified client portal platform with 256-bit bank-level encryption that enables Australian accounting firms and financial advisory practices to securely collaborate with clients, automate data collection, aggregate real-time financial data via Yodlee across bank, investment, superannuation, property, and vehicle accounts, store documents, and collect digital signatures. Available on desktop and as a white-label branded mobile app on Apple App Store and Google Play, with 50+ integrations including Xero, MYOB, Iress, HUB24, Netwealth, Praemium, BGL, Class, Macquarie, and DocuSign.
• Rooms Collaboration Workspace Secure collaboration workspace within the myprosperity Client Portal where advisers and accountants can chat, upload documents, request digital signatures, and create and assign tasks to complete work together with clients and external stakeholders such as lawyers and brokers.

Quantifiable outcome

• Eliminated up to 5 hours of staff time gathering financial information for client meetings
• +2 more outcomes

Named customers8 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration31 records

Feature7 records

Partnerships

16 partnerships are on record, tiered core, flagship and minor.

• YodleecoreTechnology or IntegrationYodlee provides financial data aggregation services, enabling myprosperity to access bank accounts, investment portfolios, and other financial accounts on behalf of users. Yodlee is the same technology chosen by 600 leading banks and financial institutions worldwide, trusted by over 60 million users.
• DocuSigncoreTechnology or IntegrationDocuSign provides digital signature functionality integrated into the myprosperity platform. Available on all plans, allowing clients to digitally sign documents anywhere, anytime.
• StripecoreTechnology or IntegrationStripe processes all payments through the platform. All subscription fees and payments are handled via Stripe's secure payment gateway.
• Cotality (formerly RP Data)coreTechnology or IntegrationCotality provides property valuation data through the platform from information gathered from various sources.
• HUB24flagshipStrategic or Co-development Partnermyprosperity is part of HUB24 Limited, an ASX-listed company (ASX:HUB). HUB24 provides the award-winning HUB24 Platform and cloud-based wealth accounting software including Class. The partnership provides enhanced resources and collective expertise within the HUB24 Group.
• XerocoreTechnology or IntegrationXero practice management integration allowing data import and workflow connectivity.
• MYOBcoreTechnology or IntegrationMYOB practice management integration for data import and practice workflow.
• IresscoreTechnology or IntegrationIress financial planning software integration.
• PraemiumcoreTechnology or IntegrationPraemium wealth management platform integration.
• NetwealthcoreTechnology or IntegrationNetwealth platform integration for fund data feeds.
• BGLcoreTechnology or IntegrationBGL SMSF software integration for self-managed superannuation fund data feeds.
• ClasscoreTechnology or IntegrationClass SMSF cloud-based accounting software integration.
• MidwintercoreTechnology or IntegrationMidwinter financial planning platform integration.
• MacquariecoreTechnology or IntegrationMacquarie platform integration for investment fund data feeds.
• Xero Practice ManagercoreTechnology or IntegrationXero Practice Manager client list import functionality.
• CyberHUB (HUB24 Partnership)minorStrategic or Co-development PartnerCyberHUB is a digital education resource launched in partnership with HUB24 to help advisers navigate cybersecurity challenges.

Scale indicators4 records

Recent moves3 records

Expansion highlights5 records

Direct peers

• Practice Ignition: Australian SaaS providing client engagement, proposals and billing workflows for accounting and advisory firms; competes directly with myprosperity for the same buyer and the same digital-first client experience workflow.
• Karbon: Workflow and practice management SaaS for accounting firms, with strong adoption across Australia and globally; addresses the same operational pain points (data collection, client communication) as myprosperity inside the same customer base.
• Canopy: Practice management, client engagement and document collection platform for accounting firms; a direct competitor on the accountant-client portal workflow, particularly with feature overlap on e-signatures, document requests, and CRM.

Broad incumbents

• BGL Corporate Solutions: Established Australian SMSF administration and corporate compliance software provider that integrates with myprosperity; broader functionality but overlaps on SMSF data feeds for the same accountant/adviser buyer.
• Iress: ASX-listed provider of financial planning, trading and wealth software used by Australian advice practices; an integration partner but also a horizontal platform that could expand into client portal functionality.
• Class (HUB24 Group): Sister company within HUB24 Group providing cloud SMSF and wealth accounting software; complementary to myprosperity today but as a fellow HUB24 subsidiary it is a natural internal substitute or upsell path.
• Xero: Dominant cloud accounting platform in Australia whose Xero Practice Manager integrates with myprosperity; a major incumbent whose own client portal capabilities are a long-standing competitive overhang for any accountant-facing portal SaaS.
• Praemium: ASX-listed wealth management platform whose technology integrates with myprosperity; broader investment platform footprint but overlapping adviser client base and possible portal expansion over time.

Regional players

• Midwinter Financial Services: Australian financial advice platform (Midwinter/AdviceOS) that integrates with myprosperity; serves the same adviser buyer with a competing operating system that could be extended with portal-style client features.

Emerging players

• Moneysoft: Australian cashflow, budgeting and goals-based planning tools used by financial advisers; partial overlap with myprosperity's Cashflow, Budgeting and Goal Tracking modules within the same adviser buyer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/myprosperity
• Xx.com/myprosperity

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Myprosperity