Welcome to the September edition of the myprosperity newsletter!

 

Reflecting on the month that’s been, it was a busy time for the team with a number of product enhancements, webinars and events. Looking ahead to October, we have lots to share and it is shaping up to be another big month. We will be involved in some exciting podcasts, launching our new Certified Consultant Program, and announcing some highly-anticipated product updates!

 

Coming soon: Certified Consultant Program

 

Next month we will be going live with our brand new Certified Consultant Program. The program will be open to specialised Certified Consultants and internal partner staff. We will be launching with 50 Certified Consultants, if you are interested in getting the support of a Certified Consultant to assist the myprosperity roll-out in your firm, get in touch with your Partner Enablement Manager.

 

Upcoming webinars and podcasts

 

The next Marketing Masters webinar is coming up on 10th October. In the next episode, we are teaming up with financial marketing agency, Bizink, to give you tips on how to capitalise on one of your most valuable assets: your existing client base. Register now to learn how you can tap into the goldmine that your firm could be sitting on!

Coming late October, myprosperity will be hosting a webinar with integration partner, BGL. As we continue to grow our number of integration partners, we feel that it is important to communicate the significant benefits to our partners. Registrations will open soon so keep an eye on our webinars page.  

The XY Adviser is a podcast that we are excited to be part of. Available from 19th October, I will be speaking on the series Driving the positive evolution of financial advice about myprosperity’s journey and industry considerations for the next generation.

We are also looking forward to featuring on Squareknot and Startup Playbook podcasts coming out late October. If you are interested in finding out more about myprosperity’s startup journey and my personal story with Xero, I encourage you to check out both of these podcasts.  

 

Connected Innovation goes virtual! 

 

There’s good news for those that missed our successful Connected Innovation Roadshow earlier in the year. We are excited to host two webinars this November that will take our Connected Innovation series online! It will be a great opportunity to catch up on industry trends and powerful myprosperity insights – regardless of your location. We’d love to see you there and registrations are now open.

Product updates

 

We have received great feedback from partners on our new estate planning functionality. The Will Wizard is now available on Starter accounts and partners can now generate free pre-populated wills for their clients in conjunction with law firm, View Legal. Wills can be facilitated on a client-by-client basis and can be switched on from the partner portal.

The Executor Kit helps high net worth clients (on Pro accounts) keep their details and estate planning wishes organised. This is a great conversation starter to ensure your clients’ information, including their wills and insurance is up-to-date. Log in to your adviser portal to check it out.

We are currently working on a number of cashflow enhancements to make the management of rules much easier in the wealth portal. These changes will allow for better visibility and categorisation of rules, so stay tuned for further updates!

 

Goals coming to mobile

 

The wait is nearly over and goals are coming to mobile very soon! The first version will be available next week for savings and debt reduction goals. The new mobile functionality will be accompanied by some awesome visuals that take user experience to a new level. Here’s a sneak peek >

 

 

 

My next update will be on Tuesday October 30th. In the meantime, I hope you can make it to our upcoming webinars and podcasts. Have a great October!  

You can register for our next webinar here: http://www.myprosperity.com.au/mywebinars