MyProsperity - Digital Fact Find

MyProsperity is Centrepoint’s preferred client portal for client engagement and secure client communications. It offers:

• Client WealthPortal App
• Cash flow tracking though linked bank accounts
• Online Digital Fact Find that can be pushed to XPLAN through API
• Two-way sync of data between XPLAN and MyProsperity
• Digital signatures
• Online Client Vault

Click here to learn more about the Centrepoint Exclusive Pricing Arrangement, sign up or book a demo

Click here for a Webinar recording for Centrepoint Network