myprosperity in Melbourne, Victoria, Australia | Accountant

myprosperity

Locality: Melbourne, Victoria, Australia

Phone: +61 3 9818 2095

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• Accountant
• Financial service
• Financial planner
• Internet company

24.01.2022 Join our National Training Manager, Karen Kairouz on Tuesday 11 August at 12 pm, as she reviews the new look and functionality of e-signing within the portal, and also steps through how to upload multiple client files. Register here https://bit.ly/3fnwa3j

23.01.2022 Chris Ridd speaks to our rising star, Karolina Kuszyk about her journey into the industry, inspiring career highlights and future aspirations. Watch the interview here. https://bit.ly/3iz9D5u

23.01.2022 Join our CEO, Stephen Jackel tomorrow at 12 pm for a sneak peak into some soon to be launched features and tools. Register for the webinar here. https://bit.ly/3j9bQVv

21.01.2022 Tomorrow's training webinar is on how to streamline your client onboarding process using our smart digital forms, which are capable of mapping over more than 3,000 fields of data. Register now. http://ow.ly/oO9L50BpAqi

18.01.2022 Don't miss today's webinar at 12pm AEST. Karen will be revealing the new tax preparation form that's soon to be uploaded to the portal, and she'll include setting up tax tags and reports on tax return items. Register now. http://ow.ly/5IT650BxkyH

18.01.2022 Our #mobilefirst partner, @BlueRock knows what it means to be a technology-led accounting firm. http://ow.ly/92a250DbZ8B

18.01.2022 We recently caught up with Integral Private Wealth’s Director, David Simon to discuss his holistic approach to wealth management and the role of technology in creating a personalised customer experience. Read more here http://ow.ly/NY1Z50CmgMT

17.01.2022 Innovation and continuous improvement of portal features is always on our roadmap. Partners, now when you upload documents to the portal for your clients, they are automatically notified via email and text. #wealthportal #clientportal #digitaldoctechnology #digitaldocs

16.01.2022 We're looking for a Junior UI Designer to join the talented team behind our award winning platform. If you've got that little bit 'extra', we'd love to hear from you. Apply now! https://www.linkedin.com/jobs/view/2374044490

15.01.2022 With record debt levels being recorded on the myprosperity platform, more and more Australians are turning to financial advisers to help them navigate the recession. Read about here. https://bit.ly/3jT2WNh #advicetech #adviceindustry #recession2020

15.01.2022 Often a client would sell a property or pay down debt and we wouldn’t know about it. myprosperity allows us to know what is happening in their financial world, which is critical for us in demonstrating that we actually know our customer. #wholeofwealth #advicetech Grimsey Wealth https://www.myprosperity.com.au/2020/11/02/grimsey-wealth/

14.01.2022 With changing regulations and adapting business models, 2021 is expected to present its own unique set of challenges for the #financialadvice industry. However, with challenges come new opportunities. We take a look at the year ahead. Read more http://ow.ly/Gwei50DbOIc

14.01.2022 Join CEO, Stephen Jackel on Tuesday 29 September for the latest company news and portal developments in this month's What's New at myprosperity webinar. Register now using the link http://ow.ly/HxEu50ByCfP

14.01.2022 Learn everything you need to know about the new functionality of the e-signing tool, and uploading client documents to the portal in tomorrow's training session. Efficiency just in time for those tax lodgements. Register now. https://bit.ly/3fHYHRf

12.01.2022 Hey accountants! Enjoy the increased efficiencies that come with our recently updated #WorkflowMAX integration. #clientportal #accountingsoftware #advicetechnology Book a demo to find out why accountants love myprosperity http://ow.ly/lkaa50D84Gt

11.01.2022 Tired of the email back and forth? #Rooms is here. Pursue new #leadopportunities, share, request and sign documents and solve your client's financial needs - all in the one place! Save your spot for the upcoming webinar here (there's room for everyone ) http://ow.ly/FAC750CrM39

10.01.2022 The first WoWcrowd podcast episode is now available for you to listen on Apple, Google, Spotify, Amazon and Deezer. Guest speaker Ben Crowe, delves into the human pysche and uncovers the power of a #purposemindset. Hear from some outstanding panelists on the strategies, tools, practices and technologies that will help turn this purpose mindset into some actionable courses to help you stand out from the crowd. Listen here http://ow.ly/CeuO50CrLIH

08.01.2022 We're looking for a couple of great minds to join our growing team. If you've always aspired to work for a Fintech, and you're looking to advance your career as a Product Manager or Software Engineer, check out the full job descriptions here. We look forward to meeting you. http://ow.ly/Oi7d50B4b7F

07.01.2022 We caught up with Sarah Connolly from Sovereign Financial to find out how they use myprosperity to pursue new #leads and stay on top of their client's financial world. Read more here http://ow.ly/1vG350CrM44

03.01.2022 Those pearls of wisdom passed down through generations are often done so at the right time. Coming off Father's day, here's some fatherly advice on money matters that you'll want to share with the young ones in your life right away. http://ow.ly/iyBC50BmDlW

03.01.2022 "Leveraging technology to do higher-level work and provide more insight is important, especially in this day and age." In 2021, clients expect more from their #accountants - read these 10 focus areas to grow your practice and stand out from the pack http://ow.ly/l0AQ50DbZ7t

02.01.2022 More evidence that technologies like client portals are fundamental to client engagement. Specifically in times like these when changed circumstances force upon new needs. https://bit.ly/3hO2qxQ #advicetech #clientportals #adviceindustry

02.01.2022 Join Karen Kairouz, National Development Manager as she runs through Xplan integration at today's webinar. Save your spot now https://us02web.zoom.us//register/WN_4z_EtrTATQ-GM4KIIC83VA