The process of manually entering prospective investor details into ARM became very time consuming for the team, several hours a week were absorbed by this process. To ensure our CRM was up to date with new website registrations in the most time effective way, the decision was made to automate the process via an API integration. This integration has led to increased investor engagement while reducing administration. A secondary function of our integration was to create an ARM opportunity for each new website registration. This added automation has allowed the team to keep track of all new registrations via a Win/Loss Report, providing us with a fantastic lead generation analysis tool. The ticket system that is used by MYP is a very efficient way of communicating. I am able to explain my exact requirements, add screenshot examples where necessary and get a quick response to my queries. If you are looking to a cost effective solution to eliminate time consuming data entry, look no further than MYP.
David Carpenter
Investor Relations Operations Analyst, Sentinel Property Group – Brisbane, Australia
I really want to ‘know more’ about my clients by default, and so the WITY report drew me in to MYP. With our busy schedules, the ability to integrate WITY via our website was a great solution for new and existing clients to complete their WITYs. Now seems to be a big time for new clients to come on board, so having the WITY integration on our website is perfect timing.
Chris Wheatley
Managing Director, Scope Accounting – Brisbane, Australia
By integrating WITY, we are hoping to generate more business through our website as it offers the right clients a chance to discover what is important to them, and how we can help. MYP offered this as an extension to the modules we have already signed up to, to help support and develop the opportunities within the program. The team have been extremely punctual and helpful in all aspects of the development. It is definitely an essential add-on to your WITY module as it adds value and allows for more leads to your firm.
Nathalie Ainsworth
Accountant, Berkmans – Wyong, Australia
I have been very impressed with the MYP team. Their patience with fitting in around my busy schedule has been a great help for me to keep progressing through the use of MYP software. Their follow-up has been consistent and persistent with a huge dollop of friendliness and care thrown in. They have taken the time to understand my needs and tailor the solution or training around what I need now. Thank you so much for making this service available to me.
Lyn McKenzie
Director, Optimal Lifestyle – Mermaid Waters, Australia
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
We chose to undertake a vBoX project because of the ability to integrate it with our CRM. We also liked the look of previous websites built by MYP. The process was managed really well – easy, smooth and a great result. Project tracking within MYP made it really easy.
The MYP staff have been great to work with and hugely helpful. We know that they are there when and if we have future queries. We are very satisfied with the outcome of our vBoX project. Our website looks great and is easy to update in-house. Thank you for a fantastic product.
Charlotte Bruning
Administration Manager, Byford Accountants - Byford, Australia
As existing clients of MYP, we liked the fact that the website integrated with MYP/ARM Pro. We were very happy with the prompt level of communication and support, and the completed outcome was as we expected. We are happy with our website and the service we received.
Trudi Gladigau
Client Relationship Manager, Southern Cross Property Advisers – Mildura, Australia
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
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 you find out more about the great ROI you can achieve with these tools.
Peter Hall
Director, Business Advisor Network Ltd - Brisbane, Australia
MYP is a highly efficient and effective organisation. The skilled team develop innovative and relevant solutions under superior leadership. If your firm or operation is seeking business tools that can provide true value, then the MYP suite should be seriously considered.
Ken Goldberg
Director, Modus Management - Brisbane, Australia
Great tools which make important client conversations just happen.
Peter O'leary
Owner, Moore Stephens - Sydney, Australia
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
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
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
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 has 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
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