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.
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.”
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.”