Releasing Thursday, 5 August 2021 to all myprosperity clients. Join our webinar on Tuesday, 3 August for a live demo here.
- Welcome your clients to a new, simplified dashboard layout that makes it easier for households to review what matters most to them, providing a clear overview of outstanding tasks and a new side navigation panel with access to all the platform’s main features and default Wealth dashboard if they prefer this.
- Accounting clients will be automatically greeted with the new desktop dashboard layout, however, accountants have the option to display the default dashboard instead for their clients if they choose.
- Existing clients will land on the original Wealth dashboard, with the option to view the new dashboard layout via the side navigation panel.
- The new left-hand navigation panel is in ongoing development, more enhancements to come.