Financial collaboration platform for advisers and accountants, myprosperity has integrated with BGL’s Simple Fund 360 solution to offer increased administration simplicity.
myprosperity chief executive, Chris Ridd said Simple Fund 360 and myprosperity accounts could now link simply with the use of cloud.
“Clients will be able to view their SMSF [self-managed superannuation fund] balances, holdings, and transactions within the myprosperity platform giving them a comprehensive view of their super and non-super assets,” he said.
“We are passionate about providing a single platform for clients and their trusted adviser to collaborate and manage their entire financial world.”
Ridd said myprosperity would now focus on its integration with cloud-based Australian Securities and Investments Commission (ASIC) compliance solution, CAS 360.
The fund has announced three executive-level appointments, including a new chief investment officer.
The super fund has tapped a former Vanguard and Plato Investment Management executive to lead its fixed interest team.
The firm has grown its wealth management team with an experienced distribution specialist.
The $36 billion fund has announced the appointment of an experienced public sector executive leader.
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