Prime Advisory

Get your finances under control with a personal wealth app to help you manage your entire financial world. View your net worth, create budgets, set goals, connect with your finance professionals, and store all your important documents - in one place. Highlights of the myprosperity app include:
- Securely sharing documents with your financial professionals.
- Syncing assets and liabilities to understand your financial position.
- Creating budgets, tracking spend and managing your cashflow.
- Setting financial goals and measuring your success.
- Storing your important documents securely in the cloud. Rental statements can even be emailed by your agent directly to your portal.
- Giving guest access to trusted family members & finance professionals.
- Saving time when submitting tax returns, with a vehicle logbook, tax tagging, and a purpose-built wizard.