News & Blog

Discover business updates & industry insights

News & Blog

Discover business updates
& industry insights

Company Support Update

  15 months ago we introduced a new in-product chat functionality to better communicate product updates to our Partners. Over the past few weeks, we’ve been assessing the success of this service and have taken on board the feedback we’ve received. Though our...

Product Update: 12th July 2019

Here's a quick overview of recent developments to the wealth portal and updates on major product launches coming soon! Client Portal Cashflow: Duplicate transaction view Use the new “Review duplicates” view in the Cashflow area of the portal to quickly tag and remove...

Talk the talk: engaging SME clients

If you look after small business clients, you’ll understand the importance of identifying their needs in order to deliver what they want - and expect. We’ve covered some of the most common client personas in the industry. Now, we’re taking a deep dive into the...

How to choose a good business partner

Whether you’re an accountant thinking of expanding your service offering or a financial planner looking to start your own firm, a partnership is one of several structures to choose from But picking the right person to go into business with can be challenging,...

Adapting to a Post-Royal Commission World

As the dust slowly starts to settle around the Royal Commission, many are wondering where to go from here. While the recent election may have brought more clarity and a sigh of relief to many in the industry, it highlighted that even the thought of change...

Product Update: 16th May 2019

It’s been a while since our last dedicated product update post and quite a bit has changed! Over the past few weeks, we have made enhancements to the mobile app to bring it in line with the wealth portal’s new look, added new features to the app, and optimised the...

Partner Plan Pricing Update

Over the past 8 years we’ve strived to provide an innovative service to help finance professionals redefine how they engage with clients. During this time, we’ve launched many new features and introduced countless enhancements, all with the goal of...

Certified Consultants Feature Spotlight: Kylie Hayes

Certified Consultant Name: Kylie Hayes Business Name: Let’s get you sorted Website: www.letsgetyousorted.com.au Tell us about you and your business. Let’s get you sorted is all about helping clients achieve their financial goals. myprosperity helps...

Certified Consultants Feature Spotlight: Jo Doye

  Certified Consultant Name: Jo Doye Business Name: Alluvia Financial  Website: www.alluviafinancial.com   Tell us about you and your business. Beer lover and sports fan, I'm not your typical numbers cruncher. When not working you’ll find me sipping on...

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