Welcome to the first ever bi-monthly Product Update summary. Every two weeks we’ll share a snapshot of the latest changes to have gone live on the Partner and the Client portals!

 

Partner Portal Updates

All myprosperity Partner accounts are now paired with a blank Client Portal account. Use it to explore the functionalities of the Client Portal, or as a showcase account for clients.

 

Client Portal Updates

We are working around the clock with our data feed provider Yodlee to resolve the remaining instances of clients experiencing difficulties linking and refreshing bank account data.

  • A large number of cases were solved over the Christmas period. Affected clients have been advised via a notification at the top of their portal and a system email sent on January 8th to log in and re-enter their credentials.
  • Should your clients experience difficulties syncing their transactions, instruct them to re-enter their banking credentials. If difficulties persist, contact our support team so they can investigate further.

Teasers – What’s Coming Soon

Makeover time! Significant updates are coming to the Client Portal on desktop and mobile.

  • The desktop client portal is getting a brand new look to create a better, more intuitive and engaging experience. Stay tuned for more information!
  • The cashflow area in the client mobile app is also getting a makeover, which will go live in February.

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