Orbit’s Personal Wealth Portal Will Redefine How You Track And Manage Your Families Financial World.
Here at The Orbit Group we love our technology. Anything cloud based with a great user interface makes Kate go a bit giddy!
We’ve always been big advocates of Xero, a cloud based accounting solution for businesses. We love how Xero’s real-time data enables you to make fast, real-time decisions about your business and we’ve been on the hunt for a solution that replicates that for your personal finances.
And we’ve finally found it! After much research and testing, we’d like to introduce you all to the amazing app – MyProsperity.
MyProsperity is a beautiful and secure personal wealth portal where you can easily manage your families entire financial life – from your phone. It allows you track your cashflow, set household budgets, set and track goals and securely store all your important documents.
Why We Think You’ll Love MyProsperity:
- Gets all your accounts in one place with one login – credit cards, bank accounts, home loans and investment loans and more.
- Allows you to utilise a broad range of real-time data feeds including property, superannuation, investments and cars – anywhere, anytime, on any device.
- Easily connects with us – your expert team of financial professionals. With one-click, you can access our full range of services.
- Gets a handle on your families cash flow with auto-categorisation of your income and expenses and instant budgets.
- Makes tax time headache free with all your financial data, tag transactions for tax and have your receipts and documents stored securely online.