Displaying items by tag: myprosperity

Australia’s banking sector is transitioning to fully embrace digital financial wellness as a way of gaining and keeping customers, ensuring banks remained ingrained in the day-to-day financial decisions of consumers, according to a new data by Forrester Consulting commissioned by banking platform Backbase.

Midwinter and myprosperity introduce AdviceOS, a financial planning software that can collect personal info, entities, associates, relationships, assets, and liabilities within a click and deliver increased value and efficiency to customers.