New wealth management partnership

Spotlight Reporting announces new wealth management partnership

We’re thrilled to announce that wealth data software solution myprosperity is our newest integration and strategic partner. This integration represents a ‘first’ for the fintech sector, as it will allow accountants and advisors to report on and advise on both business data and personal or family wealth in the powerful Spotlight Reporting tool-set.

As Richard Francis, CEO of Spotlight Reporting explains:

“Our exclusive partnership with myprosperity puts wealth management and business intelligence right at the forefront of client conversations and decision making. This is an incredibly powerful mix for Spotlight Reporting and myprosperity customers. Not only will this be relevant and powerful for family offices and high net worth individuals but the typical ‘Ma and Pa’ businesses that power our economies will now enjoy a more holistic and complete view of their financial story.”

Chris Ridd, CEO of myprosperity is excited by the new partnership:

"Spotlight Reporting is a global leader in cloud reporting and forecasting who are already used by a large number of myprosperity advisers, so a strategic partnership made perfect sense. Spotlight have been working with our API since the beginning of the year to produce beautiful wealth reports, and ultimately want to deliver wealth forecasting as well as consolidated business and personal reporting. We know that business owners will love being able to seamlessly bring those two worlds together efficiently and with actionable data through their adviser."

More information on the integration - currently in beta - will be available at the myprosperity Connected Innovation roadshow across Australia.

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About

Spotlight Reporting is a business intelligence software company with offices in New Zealand, USA, the UK and Australia. Spotlight Reporting provides software and expertise to Accountants, Advisors and Business Owners. Spotlight Reporting integrates with Xero, QuickBooks and MYOB and was recognised as Xero App Partner of the Year in 2015 and 2016.

www.spotlightreporting.com

myprosperity is a software company that has created an online solution for accountants and advisers. Founded in 2011, myprosperity is built on extensive integrations with data feed providers to be the one place where a client can come together with their adviser to get control of their entire financial world.

In 2017, myprosperity was a finalist in the Australian Fintech Business Awards in the category of Software Innovator of the Year.

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