Welcome to July edition of the myprosperity newsletter!
Where we are today has been largely shaped by the voice of our partners. Thank you to all our partners who have helped us grow to date! We strive to continually improve the platform and appreciate your feedback on how we can better help you and your clients.
Product Update
July has been a big month for myprosperity on the product front.
Platform Enhancements
Lifting our performance is a major area of focus as we continue to grow and scale the business. Earlier in the month we made it easier to switch between the client and adviser dashboard by introducing a banner at the top of the page which shows when you are logged in as a partner to a client’s account.
We have also deployed a patch to improve the speed of the platform for partners uploading or syncing a large number of client accounts.
Mobile First Plan
On the mobile front, our Mobile First plan – which comes with your own branded mobile app and page on the app store – has really been picking up steam, with a growing number of partners upgrading every month. If you would like to get your own branded mobile app, please get in touch with your Partner Enablement Manager.
Tax Assistant and Cashflow
Tax time has crept around again and there have been some fantastic improvements to our Tax Assistant. Among other things, we’ve improved the overall flow of the wizard and made it easier for you to collaborate with clients.
You can now send invitations to the wizard client by client, or in bulk, as well as set recurring reminders to ensure you get the information you need on time and with minimal chasing. Watch the webinar recording below for details.
Estate Planning
Over 40% of Australians don’t have an up to date will and through the surveys we‘ve run on the myprosperity platform, we found that for a lot of firms, up to 70% of their clients don’t have an up to date will. To solve this, we teamed up with View Legal and NowInfinity, so you can now provide your clients a system generated will.
Currently on an open pilot, the Will Wizard guides your clients through a short series of estate planning questions and if appropriate, generates a pre-populated will based on a template by estate planning expert law firm View Legal.
If you’d like to get involved, email our Support Team!
Integrations
It has been a long time coming but the XPLAN integration is now live. We will be rolling it out in three phases to our partners with the first phase launching this week. The first phase will allow partners to import their XPLAN client list and associated portfolios into the platform.
Other big news in July was the announcement of our partnership and integration with premier share portfolio tracker, Sharesight. Check out the media release on our blog here for the details, and stay tuned for further updates on upcoming integrations in our next webinars.
Events
As we look ahead, we have more exciting events and opportunities planned in the upcoming months. Keep an eye on our events page for the full list and details.
In September, we will be supporting the Precon Party for Xerocon in Brisbane.
Date: 4th September (The night before Xerocon)
Time: 6PM onwards
Tickets are available now so we’d love to see you there!
Our Regional Roadshow is kicking off Tuesday 16th October starting in Geelong. If you are in the area, it will be a great opportunity for our regional partners to come along and find out what we are up to. We will be visiting 8 different regional areas, and details will be up shortly on our events page.
Have a fantastic August and I look forward to catching up with most of you at our upcoming events! I will be sharing more news and updates with you in our next webinar on August 28th. You can register here: https://www.myprosperityuk.com/mywebinars