Your secure wealth portal and digital signing platform.
For document signing and storage we use a secure (bank encrypted) software platform called myprosperity.
For data security and privacy reasons, we do not send personal or sensitive information by email.
Instead we use myprosperity, which has a document signing and storage function.
We will set up an account for you using your unique email address. Once your account is set up you will receive an activation email from myprosperity.
Follow the link in the email to complete the set up.
For initial activation you need to use a web browser (Google Chrome or Safari are recommended) on a desktop, laptop or tablet.
Once your account is active, you can download the mobile app to your phone or tablet (For iOS here or Android here).
Benefits of myprosperity
Everything in one place
Enjoy the benefit of having all your accounts in one place with one login. myprosperity is your personal wealth portal. It brings together all your assets and liabilities in one place.
Bank level security
Your portal uses the same 256- bit encryption that banks use. This protects your private details. It also has a layered security infrastructure with “checkpoints” throughout to minimise risks.
Keep your finances organised
Get info from property managers and bank accounts. Add in loan repayments, insurance, and estate planning. myprosperity allows you to connect all aspects of your financial world in one place.
Cut down time spent on paperwork.
Read, sign and return documents in just a few minutes, with a click of your mouse or a tap of your finger.
Documents stored for easy access
Your documents are automatically stored after they are signed. They are available in the Docs area of your portal for easy access when you need them.
Your money is untouchable
As a read-only service designed to help you organise and analyse your finances, your wealth portal cannot be used to move or modify funds.