MyProsperity product gains momentum
The technology platform developed by former financial adviser, Peter McCarthy, myprosperity.com.au appears to be developing some further market momentum, having been picked up by a number of accounting groups.
McCarthy cited Spring Financial Group, PKF and Nexia as having picked up on the technology platform which allows clients to access real time information on their cash accounts, car, properties, shares and superannuation.
Speaking to Money Management last week, McCarthy said the platform was continuing to receive a positive response from accounting and advisory groups because of its time-saving capabilities because it allowed real-time access to data feeds from RPdata, Redbook, Yodlee and the Australian Securities Exchange (ASX) — something which allowed for uncovering opportunities from existing and potential clients.
The company is providing accounting firm clients with the ability to white label the platform.
Recommended for you
The Financial Services and Credit Panel has made a written direction after advice regarding non-concessional contributions meant an individual was forced to withdraw over $330,000 from their super.
Merchant Wealth’s David Haintz has described how the firm differs from the traditional private equity ventures jumping into Australia, and why M&A isn’t like Married at First Sight.
ASIC has been granted permission to shut down almost 100 websites running investment scams, with the Federal Court describing how its victims were “fattened like pigs to slaughter”.
An Adelaide-based financial planning and accounting firm is set to merge into Count Adelaide, aligning with Count’s ambitions to form a national footprint of scaled equity partnerships.
