The myprosperity platform allows you to engage with clients more deeply and on the issues that matter to them the most. The NowInfinity integration transforms that moment when clients sign their annual ASIC form into a moment of client engagement, demonstrating that you not only care, but also allowing you to gather valuable real time data on their financial situation. Clients will answer a short, customisable survey which takes just seconds to complete before securely digitally signing their ASIC form. The signed ASIC form is then automatically uploaded and stored in the client’s myprosperity portal, saving you time!
This is the perfect way to uncover current concerns across your client base and a chance to provide additional services and to grow your revenue. Read more on our partner support site.