The Ariston Group Client Portal gives you secure, convenient access to your financial information — all in one place. Designed to support transparency and collaboration, the portal allows you to stay informed, organised, and engaged with your financial strategy at any time.
Whether you’re reviewing documents, tracking progress, or preparing for your next meeting, the portal helps keep everything clear and accessible.
Through the portal, clients can:
The myprosperity portal gives you a secure, convenient way to stay connected to your financial world at any time. It lets you access key documents, review your financial position, and track progress toward your goals — all in one central location. Designed to support transparency and collaboration, myprosperity helps keep your information organised, your advice process streamlined, and your strategy easy to stay on top of between meetings.
Watch the video to see how the myprosperity portal works and what you can access as an Ariston Group client.
At Ariston Group, we believe informed decisions come from clear understanding. That’s why we use Voyant, one of the world’s leading financial planning and modelling platforms.
Voyant allows us to visually model your financial future, test scenarios, and demonstrate how today’s decisions may impact your long-term outcomes.
All sensitive information is encrypted, and we use ‘Threat Intelligence Pty Ltd’, an independent security testing service to ensure your information is safe.
Every time you add or edit information, your adviser can see it – and vice versa. iFactFind has been designed for you and your adviser to work together throughout the financial planning process – and beyond.
Email is not the most secure way to transmit your sensitive personal information. Our document vault allows you to keep copies of your insurance, superannuation, investment and legal documents in the one place. Accessible to you from anywhere, anytime.
Morningstar is a globally recognised provider of investment research and financial planning solutions, supporting advisers with data-driven insights and sophisticated portfolio tools. Ariston Group leverages Morningstar’s adviser solutions to enhance investment analysis, portfolio construction, and ongoing strategy oversight. This robust platform helps ensure our clients benefit from well-researched recommendations, greater transparency, and informed decision-making aligned with their long-term financial objectives.
Contact our team if you require assistance or would like to arrange a Discovery Call.