Adviser Innovation logo
Adviser Innovation logo
Advisor Inovation logo
New tech platform ‘reimagines’ how clients engage with advisers

New tech platform ‘reimagines’ how clients engage with advisers

author image
By Neil Griffiths ·
October 13 2021

New tech platform ‘reimagines’ how clients engage with advisers

Myprosperity has announced a new tech platform that “reimagines” how households engage with their financial advisers.

New tech platform ‘reimagines’ how clients engage with advisers
nestegg logo

On Wednesday, the financial services platform launched Rooms, a solution that connects clients with their advisers in one place and also allows information to be captured, stored and shared securely.

Myprosperity said the inspiration to establish Rooms came after a recent CPA report which revealed a $638 billion cost to the Australian economy where households are falling short due to a lack of access to advice.

The company said early adopters of the platform have already noted a “significant improvement” in client engagement, including Grimsey Accountants and Advisors director Daniel Stefanetti who said that being able to collaborate with clients on one secure platform is “a win for data security and client experience”.

“The financial services industry has always been about helping clients achieve their financial goals,” myprosperity founder and CEO Peter McCarthy said.

Advertisement
Advertisement

“Myprosperity empowers our partners to do just this, and Rooms is the platform that will revolutionise how trusted advisers and their clients work together to achieve the best outcome.”

Since the beginning of the year, myprosperity has seen an increase of over 100 per cent in logins from advisers and accountants as well as a 300 per cent increase in digital forms created and a 400 per cent increase in documents stored on the platform.

Forward this article to a friend. Follow us on Linkedin. Join us on Facebook.
Find us on Twitter for the latest updates
author image

About the author

Neil is the Deputy Editor of the wealth titles, including ifa and InvestorDaily. Neil is also the host of the ifa show podcast.

Neil is the Deputy Editor of the wealth titles, including ifa and InvestorDaily. Neil is also the host of the ifa show podcast.

Subscribe to our Newsletter

We Translate Complicated Financial Jargon Into Easy-To-Understand Information For Australians

Your email address will be shared with nestegg and subject to our Privacy Policy

latest articles