by Stephen Jäckel | Apr 18, 2018 | Blog, Featured, News, Product Updates |
Logging in to your Partner Portal today, you may have noticed a small change. That’s right – we’ve been hinting at it for weeks and it’s finally here. The partner dashboard is live and ready to show you everything you need to know about just how engaged your...
by myprosperity | Aug 15, 2017 | Blog, Partner profile |
Pictured: Chris Ridd, Shane Mitchell and Matthew Green Conrad Francis and Shane Mitchell are directors of Perth based financial planning firm, Inspired Money. We were lucky enough to catch up with them to discuss their thoughts around technology in the financial...
by myprosperity | Mar 7, 2017 | Blog |
Rolling out new software can be tough for financial firms for several reasons. Adoption by staff Complexity of software People learn differently At myprosperity, we cater for this by working closely with our partners during and after the roll out phase. We understand...
by myprosperity | Feb 28, 2017 | Blog, Partner profile |
myprosperity has partnered with highly lauded advisory firm, Cranage Private Wealth. myprosperity MD, Peter McCarthy, previously an adviser himself, couldn’t be more pleased. “I’m extremely excited to be working with a such an outstanding firm that is sure to...
by myprosperity | Dec 21, 2016 | Blog, Partner profile |
myprosperity partner, Wealthmed, an integrated advice firm on the Sunshine Coast, discuss how they help their clients by leveraging the benefits of technology. Medical professionals and financial assistance are two things you would not readily associate with one...
