Accountech Live 2019: Win an Apple Watch!

If you attended Accountech Live and visited the myprosperity booth, you could win an Apple Watch Series 5! Book a demo and complete it by 6PM December 10, 2019 to enter the draw. Terms & conditions below! myprosperity Apple Watch Giveaway Terms & Conditions...
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...