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New platform brings together ‘trusted advisers’

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Sam Nichols 5 minute read

A new platform has been launched that helps clients link all their trusted advisers, including brokers, accountants, financial advisers and lawyers.

Financial services platform and software company myprosperity has unveiled a new “collaborative digital solution”, which is said to help better connect clients with trusted advisers. 

This new platform, which has been named “Rooms” and was launched last week (13 October), is intended by myprosperity to afford clients and trusted advisers (which include brokers, accountants, financial advisers and lawyers) access to a single place for direct interaction. 

myprosperity has said that this new platform will help provide households and businesses with access to financial products and services, while also “connecting them with the right accountants, advisers and other financial professionals”. 

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According to the financial services platform, Rooms is powered by live data feeds, includes myprosperity’s digital form technology, and has been integrated with Xero, FYI, BGL, Xplan and Midwinter. 

The platform is also said to be able to uncover “valuable insights and opportunities for advisers looking to enhance their clients’ financial world”.

myprosperity has expressed that a catalyst for the development of Rooms was a CPA report that stated there was a $638 billion cost to the Australian economy due to households being unable to access the “right advice”.

Speaking of the launch of the new platform, myprosperity founder and chief executive Peter McCarthy said: “The financial services industry has always been about helping clients achieve their financial goals.

“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.”

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 [Related: Effi partners with SME loan comparison site]

New platform brings together ‘trusted advisers’
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Sam Nichols

Sam Nichols is a journalist at The Adviser and Mortgage Business. His reporting has featured in a range of outlets including ABC News, SBS' The Feed, and VICE.

 

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