Welcome to August edition of the myprosperity newsletter!
August has been quite a month for myprosperity. We have launched several new initiatives, including a new Advisory Council, and announced more powerful integrations to the wealth portal. Our engagement with industry partners and upcoming events has kept us all very busy.
Product Updates
August saw a number of product enhancements and new functionalities. Watch the full webinar recording below for all the details.
Driven by popular demand, we have made some big changes to the mydocs area in the client portal. The enhancements include a new document search function and tool to lock documents to facilitate compliance requirements.
Goals are one of our most popular features in the platform and we are excited to announce that they will be coming to the mobile app later in September!
Over the course of September we will also be launching the first version of our new Fact Find wizard. We know user experience is critical and this new automation is set to redefine how you gather crucial information about your clients – so stay tuned!
Introducing our Advisory Council
We are excited to announce our new advisory council who will be playing an important role to provide support and guidance to help us make the right investments moving forward. The group is representative of our partner channel and consists of 9 members from different firms and sectors in the industry.
During our first meeting earlier this month, we received some great recommendations for enhancements to existing functionality and new feature suggestions. We look forward to sharing further insights and feedback in the coming months.
On the road again: Upcoming events
As we look ahead to September, there is a lot happening in the way of events. Head over to our events page for the breakdown.
See you at Xerocon!
We are gearing up for Xerocon next week in Brisbane and would love to see you there! We will be co-sponsoring the Precon event the night before and you can catch us on booth 52 at the main event. Come say hi!
Don’t miss the Regional Roadshow
Off the back of our successful Connected Innovation Roadshow earlier this year, our Regional Roadshow is kicking off on the 16th October. Starting in Geelong, we will be stopping at 8 regional centres. It will be an exciting opportunity for our local partners to come along and find out the latest product innovations and industry insights.
We hope to see you there! Tickets are free and available now.
Exciting Partnerships
As many of you already know, we recently announced our integration with Sharesight. We will be co-hosting a webinar with them on Thursday 13th September to talk through the integration and how you and your clients can benefit.
At the beginning of the year we announced our partnership with leading reporting and forecasting tool, Spotlight. They will be showcasing the finalised integrated wealth report at Xerocon (conveniently, their booth is next door to ours!) so swing by booth 52!
My next update will be on September 25th and I look forward to catching up with some of you at the upcoming roadshow next month! Have a fantastic September.
You can register for our next webinar here: https://www.myprosperityuk.com/mywebinars