Mobile app document and todo management

 Two of the most popular features in our mobile app are documents and todos. We want to ensure that these features are the best possible versions of themselves to make manageing your financial lives as easy as possible.

 

Target participants

Existing users of the myprosperity app. People who are thinking of using the app to manage their financial life.

Please book in a time at one of these calendly link(s):

45 minute research interview

30 minute research interview

 

Partner portal navigation

We believe the current navigation on the myprosperity partner portal could be more streamlined to make it easier for existing and new users to get the most out of our product.

We want to understand what you are trying to achieve in the partner portal and how we can improve the experience.

 

Target participants

Users of the myprosperity partner portal. 

Financial professionals (accountants, financial planners etc)

Please book in a time at one of these calendly link(s):

45 minute research interview