News & Blog

Discover business updates & industry insights

News & Blog

Discover business updates
& industry insights

Meet The Team: Scott Bridger

In the latest instalment of our Meet the Team series, we sat down with our newly appointed Account Manager in Sales, Scott Bridger, to find out his interests, pet peeves and top trends to look out for.   Tell us a bit about yourself. I'm a pretty normal guy to be...

Meet The Team: Elise Pace

In the latest instalment of our Meet the Team series, we sat down with our newly appointed Senior User Experience Designer, Elise Pace, to find out her interests, pet peeves and top trends to look out for.   Tell us a bit about yourself. After graduating from the...

Tips for tapping into the Gen Z market

Generation Z graduates are beginning to launch their careers, adopt substantial university debt, and take on new territory and financial challenges. Just the anticipation of their coming-to-age could reshape the financial landscape over the coming years, combining...

Winner of the myprosperity Accountech Live giveaway!

In November we were an exhibitor at Accountech Live 2019 with our own myprosperity booth and on-stand masseuse! It was an action-packed 2 days, discussing the latest industry trends and showcasing how myprosperity can help accountants take the stress out of the client...

A wealth portal for the whole household

Introducing: client groups We’re making some simple but far-reaching improvements to myprosperity this week, and we think you and your clients will be quite pleased with what’s changing. On Friday night (18th of October at 9pm AEDT) we’ll be shutting the site down for...

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

  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

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 remove...

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...

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