Myprosperity
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.
- Company typePrivate
- Founded2011
- HeadquartersHawthorn, Australia
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
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.
Myprosperity firmographics
Firmographics- 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
Myprosperity industry classification
Industry- 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
Where Myprosperity is headquartered
LocationHeadquarters
- HQ city
- Hawthorn
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
Myprosperity business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- 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).
- Client Subscriptions (Pro Accounts): Additional Pro client subscriptions at $14.95 per client per month, beyond the included allocations in each tier.
- Enterprise/Custom Pricing: Enterprise pricing for larger practices, offered on a quote basis.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Connect - Basic client portal with essential features |
| Subscription | Monthly | Enhance - Enhanced workflows with analytics and integrations |
| Subscription | Monthly | Accelerate - Advanced features for scaling firms |
| Subscription | Monthly | Mobile First - Fully branded mobile app experience |
| Per seat | Monthly | Client Subscriptions |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Myprosperity product offering
Product offeringCore 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
Companies that use Myprosperity
Customer profileNamed customers8 records
Segments2 records
Ideal customer profiles2 records
Myprosperity technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration31 records
Feature7 records
Myprosperity partnerships and signals
Strategic signalPartnerships
16 partnerships are on record, tiered core, flagship and minor.
- YodleecoreYodlee 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.
- DocuSigncoreDocuSign provides digital signature functionality integrated into the myprosperity platform. Available on all plans, allowing clients to digitally sign documents anywhere, anytime.
- StripecoreStripe processes all payments through the platform. All subscription fees and payments are handled via Stripe's secure payment gateway.
- Cotality (formerly RP Data)coreCotality provides property valuation data through the platform from information gathered from various sources.
- HUB24flagshipmyprosperity 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.
- XerocoreXero practice management integration allowing data import and workflow connectivity.
- MYOBcoreMYOB practice management integration for data import and practice workflow.
- IresscoreIress financial planning software integration.
- PraemiumcorePraemium wealth management platform integration.
- NetwealthcoreNetwealth platform integration for fund data feeds.
- BGLcoreBGL SMSF software integration for self-managed superannuation fund data feeds.
- ClasscoreClass SMSF cloud-based accounting software integration.
- MidwintercoreMidwinter financial planning platform integration.
- MacquariecoreMacquarie platform integration for investment fund data feeds.
- Xero Practice ManagercoreXero Practice Manager client list import functionality.
- CyberHUB (HUB24 Partnership)minorCyberHUB 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
Myprosperity competitors and assessment
Company assessmentDirect 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
Myprosperity social profiles
Digital presenceMyprosperity compliance and trust
Trust signalCompliance2 records
Myprosperity financial estimates
Financial estimateRevenue estimate
Valuation estimate
Myprosperity leadership team
Management profileNumber of profiles
Profiles7 records
Myprosperity funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Myprosperity M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Myprosperity
What does Myprosperity do?
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.
Is Myprosperity a public or private company?
Myprosperity is a private company. It is classified as corporate owned and is currently operating.
When was Myprosperity founded?
Myprosperity was founded in 2011. It employs 11 to 50 people.
Where is Myprosperity based?
Myprosperity is headquartered in Hawthorn, Australia, in the Oceania region.
How does Myprosperity make money?
Three revenue lines are on record. Subscription Revenue is the primary driver. The others are client Subscriptions (Pro Accounts) and enterprise/Custom Pricing.
Who are Myprosperity's main competitors?
Direct peers on record are Practice Ignition, Karbon and Canopy. Broad incumbents are BGL Corporate Solutions, Iress, Class (HUB24 Group), Xero and Praemium. Midwinter Financial Services is listed as a regional player. Moneysoft is listed as an emerging player.
Does Myprosperity have an API?
No public API is recorded for Myprosperity.
What industry is Myprosperity in?
Myprosperity's product category is Client Portal Software. Its primary akta.pro industry code is HDAEABAH, Data Sharing, Data Exchange & Data Marketplace Platforms, with a secondary code of FSAGACAH, Credit & Underwriting Data Services (alt data feeds, affordability, bureau augmentation). Its NAICS code is 5132 and its SIC code is 7370.