All changes live at 9:30 pm, 21 October 2020.
On this page:
Partner Portal
Document upload enhancements in Partner Portal
- Removed restrictions on special characters when uploading documents.
- Downloaded files will now have the same filename as when they were uploaded (removed the function which was adding unique codes to the end of filenames).
Fixed logo alignments in marketing hub
- Logos in PDF marketing material are now aligned to the right edge of the page.
Sync your documents with your preferred document storage solution
- You can now sync documents with your preferred document storage solution including: Google Drive, Dropbox, Box, OneDrive and Suite Files. This capability is in Beta - please contact the myprosperity team to get set up.
Xplan overnight client imports
- Start your workday with all client data synced across Xplan and myprosperity with automatically triggered nightly imports.
- This capability is currently only available to high volume co-brands - please contact the myprosperity team to get set up.
FYI docs integration
- Have the most efficient tech stack with an improved user experience for you and your teams by ensuring your files and data easily flows between your core systems from CRM to FYI to myprosperity and back.
Client Portal
Rapidly create multiple to-dos for your clients
- You can now rapidly create multiple todos for yourself and your clients.
- From the To-dos page in your client’s portal, you and your clients can now add to-dos with our new functionality:
- Just type a to-do name and press enter - all other fields are auto-populated (and can be edited if required).
Document upload enhancements in Client Portal
- Removed restrictions on special characters when uploading documents.
- Downloaded files will now have the same filename as when they were uploaded (removed the function which was adding unique codes to the end of filenames).
Added permissions to teams on mobile
- You can now update team permissions from the mobile app.
Upcoming
- Partner Portal information architecture for the left hand navigation
- Streamlined experience for adding wealth items on mobile
- Rapid to-dos in Partner Portal and Rooms
- Enhanced integration across Xero and Xplan making it easier to ensure your data is always aligned and up-to-date across your platforms