Blog

Sharesight data now available in myprosperity

by Angela Thompson, Sharesight

We’re excited to announce that myprosperity has partnered with Sharesight to allow their clients to view their investment data within the myprosperity wealth portal. For more details, please read the official press release, which also follows below.

featured - myprosperity + Sharesight

Melbourne, Australia, July 24, 2018 – Leading wealth portal myprosperity today announced a partnership with premier share portfolio tracker, Sharesight. Clients who use Sharesight to track their investments will now be able to view them from within their myprosperity wealth portal.

The direct integration of Sharesight portfolio data within myprosperity is the latest milestone in the company’s ambitious journey to create a comprehensive shared data platform for accountants, advisers, and consumers.

screenshot: myprosperity + Sharesight integration

Chris Ridd, CEO of myprosperity, said “Sharesight tracks over AUD $10Bn worth of investments and are one of the leading share portfolio trackers in Australia. myprosperity clients have more than $80M in shares which they’ve entered into their wealth portals. This partnership with Sharesight is another step towards giving Australians a full view of their wealth portfolio and empowering their accountants and advisers to provide insightful advice powered by live data.”

Chris Ridd & Doug MorrisChris Ridd & Doug Morris

myprosperity’s white-label, personal wealth portal provides a consolidated, real-time view of a client’s entire financial world, thanks to live integrations with leading financial services providers. Available on desktop and via mobile app, accountants and financial planners grant access to their clients on a subscription basis.

Doug Morris, CEO of Sharesight, added “We are excited by this partnership with myprosperity. Financial professionals are seeking line of sight across their clients’ investment portfolios and this integration showcases the technical capabilities of our API. Marketplace as a concept – to integrate the best services for the best in class functionality – will lay the foundations of open banking and act as an example of what the future could look like. We welcome myprosperity’s clients onto the Sharesight platform.”

For more information: Sarah Green, Character, sarah(at)ofcharacter.com +61 488 015 423

About myprosperity

myprosperity is a cloud-based personal wealth platform that makes it easy for accountants and advisers to help their clients get their financial world – sorted. Available on desktop and as a mobile app, myprosperity is a whitelabel wealth portal that boasts live data feeds and digital document signing, as well as budgeting, cashflow and goal setting tools for an integrated, all-in-one approach to personal finance. Founded in 2011, the company is now the leading personal wealth platform in Australia, with over 500 advisor partners and 23,000 end users.

About Sharesight

Sharesight is an award-winning cloud investment portfolio tracking solution used by thousands of DIY investors and finance professionals. Sharesight leverages 20 years of historical data and syncs with brokers to track trades, dividends, and corporate actions automatically. You can use Sharesight to run performance and tax reports in one click and connect to Xero via an award-winning add-on integration. Plus, you can share access unlimited access with anyone you wish.




FURTHER READING