4 tips to roll out your new wealth portal

4 tips to roll out your new wealth portal

You’ve signed up to myprosperity and you’re ready to impress clients with a new branded wealth portal. How do you get them all set up?   1. Identify your “early adopters” Which clients you introduce the portal to first will determine your action plan. You may...
Company Support Update

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

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...
Talk the talk: engaging SME clients

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...