Rooms is a place where Advisers can collaborate directly with clients and get the job done all in one place. This provides an amazing client experience without the back-and-forth emails. It also includes myprosperity’s digital form technology so information can be captured, stored and shared securely. With world-class digital signature capability, you can upload documents in seconds, as well as set and allocate tasks and reminders to get the job done faster.
We created this process map to help you get started with your clients in Rooms for Onboarding. For support visit help.mpwealthportal.com
Karolina Kuszyk (KK)
Head of Wealth at myprosperity
Karolina brings over 14 years experience in the Tech industry. Her previous role as a Field Partner Manager at MYOB, paved her way into the FinTech space. She joined myprosperity as employee number 8 and has played an instrumental role in driving growth since.