advisory software

scale your advisory business

with systems that are simple, powerful + integrated

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take client engagement + service delivery to the next level

Without systemised and automated processes, advisory services are too often reactive, ad hoc, inefficient and expensive. This undermines the enthusiasm of accountants, consultants and financial planners to deliver advisory services and denies clients the benefits of this advice.

Consolidate your business systems into one place with MYP’s integrated platform, connecting your core data and information to form a single cost-effective system.

step 1: select your advisory modules

engage clients + add value

Determine clients key personal + business priorities + uncover the gaps to provide relevant, valuable services

comprehensive + efficient business planning

An all in one process that prepares a diagnostic, gap analysis, benchmarking report + operating plan

financial + KPI benchmarking

Assess financial performance + improve decision making with real-time benchmarking + KPIs

client, customer, staff + member surveys

Leverage mobile friendly surveys + year-on-year industry comparison to identify your client’s opportunities for improvement + build an action plan

step 2: select your business management modules

CRM hub
marketing tools
digital forms
HR suite
staff rostering
document storage
integrated websites
custom solutions
CRM hub

get on top of your sales, data + processes

ARM integrates natively with a business and industry-specific software platform, dramatically improving efficiency by consolidating all your systems into one place, eliminating unnecessary processes and reducing costs. ARM can integrate you and your clients from your website to project management and delivery.

  • track sales performance
  • streamline project management
  • add notes on the go
  • manage opportunity pipelines
  • connect with other core systems



marketing tools

streamline email marketing + event management

Make your client and prospect communication a breeze with eMarketing. Not only does it let you build, send and track engaging email campaigns in just a few clicks, you can create landing pages for events, manage registrations and payments with no prior web design background.

  • intuitive drag + drop builder
  • dynamic contact list integration with ARM
  • track + analyse campaign performance
  • automated remarketing triggers
  • automate event registrations + payments



digital forms

digitise + automate forms, systems + reports

Is your organisation still using hard-copy forms or entering client data manually? Bring your organisation into the digital age with formSPACE. Build powerful online forms that automate processes and keep your organisation in sync, while efficiently capturing and analysing data from clients, staff and other stakeholders.

  • intuitive drag + drop builder
  • wide range of question + response types
  • conditional logic for dynamic forms
  • instantly generate custom reports
  • digital signature integrations



HR suite

streamline HR management + improve organisational performance

Your people are your most valuable asset. Engage, align and secure performance from your staff with 94six, while improving the effectiveness of your HR management.

  • centralise HR information
  • eliminate paper processes
  • manage reviews + development
  • streamline recruitment



staff rostering

reduce administration + manage rosters effectively

Create, view and manage individual and staff rosters from anywhere, at any time, while staying on top of your resources, assets, timesheets and availabilities. PocketWatch is a fully integrated staff rostering system which allows you to control labour costs, reduce administration overhead, improve communication and eliminate manual errors.

  • automate timesheets
  • adhere to award rules
  • geolocation tracking
  • manage assets + resources
  • filtered roster views
  • powerful integrations
  • email + sms notifications
  • easy case management



document storage

access + manage documents efficiently

Still looking for that latest contract version? Does your staff need to allocate time for filing? Do you use up server space to store multiple versions of the same document? With myDocs, you can store and access your files from a common, secure location that is accessible anywhere, anytime. Fully integrated with the ARM CRM hub.

  • eliminate document versions
  • easily locate your files
  • set staff permissions
  • improve file security



integrated websites

integrate your website with your MYP platform

Get the best available tools to generate new leads and convert prospects by leveraging your digital presence. Most modern websites are disconnected from key business systems and only focus on aesthetics and content. Instead, MYP integrated websites use the latest in design, UX/UI to drive opportunities directly to your systems, saving you time and money.

  • integrate with your MYP systems
  • take your brand to the next level
  • make your website dynamic
  • drive prospects to your site



custom solutions

got an idea? bring your system innovations to life

Creating a personalised system to automate your key processes has never been easier. From sophisticated custom software to simple innovations and one-off systems, all can be built at a comparatively low cost and in just a fraction of the normal time. MYP’s unique platform enables organisations to leverage their intellectual property in their own environment. Alternatively, where innovators want to commercialise their system, it can be offered to potential Subscribers on MYP’s Marketplace. All custom systems integrate with MYP’s core modules giving you access to all of your modules with one simple login.

  • follow a proven process
  • utilise existing foundations
  • affordable + quick execution
  • access multiple markets




the power of an online platform

MYP is a game changer for the business sector bringing together all the key data, information and processes into one environment. MYP helps organisations improve efficiency, control costs and streamline processes in a competitive world that is changing rapidly and is more demanding than ever.

save time

reduce data errors

secure backups

access anywhere

trusted by many

  • Nigel Plowman
    We decided to undertake a customisation project with MYP to replace an existing manual service called ‘Life Plan’. The offering aims to help people work out their current financial position, determine their goals for the future, and then we help them bridge the gap using the collective expertise of the different teams within McKinley Plowman. The concept was clear for us, but we knew we needed to make Life Plan as user-friendly as possible, so we contacted MYP to help us develop a program that made the whole process more automated for the user. MYP's existing modules, such as WITY and formSPACE, meant we knew that we were dealing with a team who had tackled similar projects before. Their automated systems were a good sign that we could get Life Plan as smooth and user-friendly as possible. The MYP team embraced our project from day one and helped us make the best decisions for the future of Life Plan. Whenever we wanted to make changes or ask for assistance, the support team always responded swiftly. The integration of Life Plan into our website was also carried out quickly and efficiently, and has helped capture cold leads into the system, improving the value we got from the whole experience. For anyone else looking to get on board with a customisation or integration project with MYP, we'd say go for it! Once you have the project clear in your head about what you want to achieve and how you'd like it to turn out, the MYP team are great at bringing it to life and making it a reality.
    Nigel Plowman
    Partner, McKinley Plowman – Joondalup, WA
  • Courtney Mills
    Whitehill Keir is an advisory organisation and we subscribed to MYP mainly to conduct WITY with our clients. We also subscribed to ARM Pro and Business Wisdom. Our staff were all involved in the training rollout program and we found everything to be great from start to finish. It has been great dealing with the team at MYP and we would recommend it to others – the software is easy to use for our purpose.
    Courtney Mills
    Administrative Assistant, Whitehill Keir – Brisbane, QLD
  • Graham Chee
    Having been a user of formSPACE since inception for our business and now the progress to formSPACE Pro, I am now an avid user of the solution across our whole business. The transition from paper-based to digital is great for our business, from corporate governance, compliance, advisory, marketing, cybersecurity, financial services, and intellectual property. The list goes on. All about the commitment to change. It has helped our business set our new digital direction.
    Graham Chee
    Managing Director, Local Knowledge - Mascot, Australia
  • Rohan Tedmanson
    formSPACE has helped us to rethink and streamline our workflow processes. Information is handled accurately and efficiently, increasing our capacity whilst ensuring every detail is captured. It is totally customisable, and it has been easy to fit it to our needs.
    Rohan Tedmanson
    Operations Leader, Connected Self - Adelaide, Australia
  • Jason Krenske
    Easy to use CRM that is a crucial part of our firm changing to an advisory focus rather than compliance.
    Jason Krenske
    Partner, Ulton - Bundaberg, Australia
  • Gino Saggiomo
    In business, sometimes it is difficult to understand how you are tracking against others in your field. Using MYP has allowed us to have a clear indication as to how our financials are performing compared to our peers. This has allowed us to identify areas where we are over spending, along with highlighting areas where we are performing well. Ultimately, it has empowered us to truly understand what shape our business is in.
    Gino Saggiomo
    Rothgard Financial Partners - Brisbane, Australia
  • Peter O'leary
    Great tools which make important client conversations just happen.
    Peter O'leary
    Owner, Moore Stephens - Sydney, Australia
  • Debra Houghton
    Great product and great people to work with. Always happy to help and explain anything we ask. Definite recommendation.
    Debra Houghton
    Administration Manager, Gilligan Sheppard Limited - Auckland, New Zealand
  • Deborah Harris
    The systems that are created are serviced by their support team and sales process with minimum fuss and, best of all, everything that they do integrates with everything else they do.
    Deborah Harris
    Business Development Support, Gill, McKerrow & Associates - Brisbane, Australia
  • Reg Barber
    Fortunity’s business mission is “to impress our clients by always meeting or exceeding their expectations” - and that’s exactly what MYP do for us. Their suite of online diagnostic products represent extraordinary value and help us provide unique, cost effective and relevant business tools to our clients. MYP have consistently exceeded our expectations and impressed us with everything we’ve asked of them. Our relationship with MYP continues to develop as we see long-term benefits in the products they offer. We see MYP as a progressive company who is helping us to provide exceptional value added services to our clients. We look forward to continuing to work with MYP as they progress their product offering.
    Reg Barber
    Business Development Manager, Fortunity - Erina, Australia
  • David Baillie
    We chose to integrate WITY with our website as it makes the website interactive and collects data more efficiently. Our experience of working with the MYP team was very professional and thorough. We are very happy with the final outcome and would recommend this service to other organisations looking to market their website and collect client/prospect data autonomously.
    David Baillie
    Business Manager, Evolve Accountants & Business Advisers - Perth, Australia
  • Kelly Pilon
    We have built a new form of revenue into our business which is continuing to grow and grow. I've loved the challenge and felt supported the whole way through the process. Very happy with the final product - it's amazing.
    Kelly Pilon
    Managing Director, Cogen HR - Sydney, Australia
  • Peter Hall
    This is a great set of tools that I have been raving about in webinars and presentations for years now. The recent release of some new packages for single operators has been really great. I manage a global network of over 850 professional advisers and a growing number are active users of these tools with their clients. I strongly recommend that if you are a consultant, adviser, coach, bookkeeper or accountant your find out more about the great ROI you can achieve with these tools.
    Peter Hall
    Director, Business Advisor Network Ltd - Brisbane, Australia
  • Natalie Ryan
    MYP has already made such a significant impact on our business that we sold our taxation compliance clients to focus on our business advice and consulting services. Using MYP has meant more value to clients, fewer clients to support but greater opportunity.
    Natalie Ryan
    Director, Beyond Now Solutions - Coffs Harbour, Australia
  • Craig Yarndley
    Having only recently implemented the product suite we are very happy with the decision made and are working to further integrate it into our day to day business operation.
    Craig Yarndley
    10X Hamilton/Waikato - Waikato, New Zealand

take your advisory business to the next level today