Product innovation lab
Your voice drives our product. Below are the current intiatives we are researching at myprosperity. If you have ideas or problems to share we want to talk to you. Please select from a session below and lock in a time for a 1:1 interview with our product innovation team.
Communication from Rooms (email & chat)
When working in a Room such as tax planning or annual reviews how do you want to communicate to participants (chat, email, automated or manual)
Target participants
Financial professionals and their clients.
Please book in a time at one of these calendly link(s):
Partner portal navigation
We believe the current navigation on the myprosperity partner portal could be more streamlined to make it easier for existing and new users to get the most out of our product.
We want to understand what you are trying to achieve in the partner portal and how we can improve the experience.
Target participants
Users of the myprosperity partner portal.
Financial professionals (accountants, financial planners etc)
Please book in a time at one of these calendly link(s):