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

Free resource: Onboarding in Rooms process map

Rooms is a place where Advisers can collaborate directly with clients and get the job done all in one place. This provides an amazing client experience without the back-and-forth emails. It also includes myprosperity’s digital form technology so information can be captured, stored and shared securely. With world-class digital signature capability, you can upload documents in seconds, as well as set and allocate tasks and reminders to get the job done faster.

We created this process map to help you get started with your clients in Rooms for Onboarding. For support visit help.mpwealthportal.com

Download PDF

Karolina Kuszyk (KK)

Head of Wealth at myprosperity

Karolina brings over 14 years experience in the Tech industry. Her previous role as a Field Partner Manager at MYOB, paved her way into the FinTech space. She joined myprosperity as employee number 8 and has played an instrumental role in driving growth since.

Free resource: Tax return in Rooms process map

Rooms is a place where Accountants can collaborate directly with clients and get the job done all in one place. This provides an amazing client experience without the back-and-forth emails. It also includes myprosperity’s digital form technology so information can be captured, stored and shared securely. With world-class digital signature capability, you can upload documents in seconds, as well as set and allocate tasks and reminders to get the job done faster.

We created this process map to help you get started with your clients in Rooms for their tax return. For support visit help.mpwealthportal.com

Download PDF

Josh Centner

Chief Product Officer at myprosperity

Josh joins us from Pageup where he spent the last 2 years as Head of Product/Delivery. Previous to that Josh spent numerous years helping Xero, Carsales, NAB and IOOF as a consultant.