News & Blog

Discover business updates & industry insights

News & Blog

Discover business updates
& industry insights

Why we redesigned the myprosperity Client Portal

If you’ve been tracking what’s been going on at myprosperity HQ, you’ll be aware of the new client wealth portal interface we’ve been developing these past few months. While the old interface served us well, it was beginning to show its age. We hoped but never fully...

The 5 worst types of clients seen in financial services

We’ve covered the 5 most popular client personas seen in financial services but what about the worst types of clients? From tyre kickers to time-wasters, we take a look at the 5 client types you probably want to avoid! Know-it-all Naomi This client persona thinks they...

Certified Consultant Program: Onward and Upward!

As a long term adviser to small businesses, I know only too well the importance of having a clear overview and understanding of the data that tells the story in business. Yet what people often forget - at times, with dire consequences - is that the same applies to...

3 strategies to engage property investors

Meet Peter the Property Mogul   Peter is a DIY investor. He is a high earning professional who likes to give everything a go and doesn’t shy away from risk. At 45 years of age, he’s an experienced property investor and has recently added his third residence to...

3 strategies to engage retirees

Meet Ray the Retiree Ray is recently retired. While he doesn't consider himself as tech-savvy, he owns a smartphone and enjoys keeping up with his children and grandkids on Facetime. Over his working life, Ray has accumulated various assets so preserving his wealth...

Product Update: 14th February 2019

  We’re back for another Product Update! We’ve been a bit quiet these past few weeks; our team was working hard behind the scenes but with most changes focused on infrastructure upgrades, there wasn’t much to showcase. This week is a different story with plenty of...

3 strategies to attract (and win-over) pre-retiree clients

Meet Nearly Retired Nancy Nancy is planning to retire in the next  5-7 years. With fewer family commitments (her 2 kids are just entering the workforce), she is an empty-nester who has new-found time to pursue her hobbies. As retirement is around the corner, she’s...

Top 3 challenges advisers look to solve with technology

Over the past few years finance professionals have increasingly turned to technology to streamline various aspects of their profession, but with so many digital solutions on offer, it can be overwhelming to choose the right one. In this post, we take a quick look at 3...

Subscribe

Subscribe to the blog
  • Subscribe to the blog