myprosperity Implementation Toolkit – Wealth Portal

Welcome to your myprosperity Implementation Toolkit.

This toolkit brings together the essential resources your practice needs to prepare your team, support change and introduce myprosperity to your clients. Use the assets throughout implementation to keep everyone informed, maintain momentum and prepare for a confident launch.

Recommended order of use

For a clear and manageable implementation experience, we recommend using the resources in this order:

Review the Welcome Guide.
Use the Top 5 Tips for Change Management to prepare and engage your team.
Nominate a practice champion.
Complete the Self-paced learning to build product knowledge and understand key workflows.
Work through the Champion Checklist and General Implementation Checklist.
Select the client and feature flyers that align with your implementation scope.
Prepare your internal and client communications.
Continue using the checklists to track progress through launch and early adoption.

Select each section below to expand and view the resources.

1. Welcome to myprosperity

Start here for an overview of the implementation journey, key activities and the resources available to support your practice.

Use this guide to:

understand what to expect during implementation
prepare your practice and team
identify key responsibilities
plan your implementation and launch activities
understand where to find additional support

Download the Welcome Guide

2. Prepare your practice for change

Successful implementation is not only about configuring the platform. It is also about helping your team understand the reason for the change and giving them the confidence to adopt new ways of working.

Top 5 Tips for Change Management

This resource provides five practical areas of focus:

Start with why
Explain how myprosperity can support secure client engagement, greater efficiency and stronger client connections.
Create an engaging launch
Build awareness and enthusiasm with a clear, organised introduction for your team and clients.
Use a phased rollout
Begin with the features and client groups that support your immediate goals, then expand your use over time.
Prepare your team
Provide suitable training so team members understand how to use myprosperity and confidently support clients.
Review and refine
Monitor progress, gather feedback and improve your approach as adoption grows.

Download the Top 5 Tips for Change Management

3. Complete self-paced learning

Learn about myprosperity at your own pace with our onboarding eLearning. These short modules introduce key concepts, features and workflows to help your team build confidence before implementation sessions begin.

Access the Onboarding eLearning
Setting up your portal

Start working with clients

(Optional) Collect information with digital forms

(Optional) Collaborate in Rooms

4. Guide implementation with a practice champion

For larger practices, a champion gives your business a central point of coordination throughout implementation. Your champion can help maintain momentum, coordinate internal activities and ensure key actions are not overlooked.

Implementation Checklist for Champions

The Champion Checklist helps your implementation champion:

Coordinate implementation activities and timelines
Lead internal communications and change management
Drive team engagement and adoption
Monitor progress and remove roadblocks
Champion successful rollout across the practice

Download the Implementation Checklist for Champions

5. Track your practice’s implementation activities

Use the general checklist to coordinate the broader actions required across your practice.

General Implementation Checklist

The General Implementation Checklist helps your practice:

Complete key setup and configuration tasks
Prepare staff and clients for launch
Track training, communications and readiness activities
Manage implementation milestones and dependencies
Ensure launch readiness before go-live

Download the General Implementation Checklist

6. Introduce myprosperity to your clients

The client-facing flyers help your practice explain myprosperity in clear, benefit-led language. They can be shared during onboarding, included in client communications or used to support conversations about the client portal.

Client portal overview

Introduce clients to the portal and explain how it provides one convenient place to:

securely send and receive documents
complete digital forms
sign documents electronically
manage To-Dos and requests
access important information from their device

Download the Client Portal Flyer

Client security

Help clients understand how myprosperity supports secure online collaboration and protects personal and financial information.

Download the Client Security Flyer

Rooms

Introduce clients to the Rooms function if you are using it, as a dedicated place to securely collaborate, exchange information and keep related activity together.

Download the Client Rooms Flyer

7. Share resources with your team

The feature flyers are designed for your practice to share internally with your team. They help explain important capabilities and the value of using myprosperity as part of your service experience.

Select the flyers that align with the capabilities included in your implementation.

Digital Fact Finds

Explain how clients can provide their personal and financial information digitally, helping your practice begin with more complete and up-to-date information.

Download the Digital Fact Finds Flyer