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It used to take our staff up to 5 hours to gather financial information in preparation for client meetings. myprosperity has eliminated that time by putting all the information we need at our fingertips..”

David Simon
Managing Director & Principal Adviser
Integral Private Wealth

We mandate the use of myprosperity to our clients because of the efficiencies it offers in gathering all their financial information in one place. It’s part of our standard offering and clients know that if they want to work with us, they need to be on myprosperity.”

Andrew Beattie
Director
PKF