All changes live at 9:30 pm, 13 April 2022.
On this page:
- Partner Portal
- Client Portal
Annature: A streamlined eSignature workflow
Quickly request eSignatures from clients and provide an easy, hassle-free client experience with the latest addition to the myprosperity integration suite, Annature.
Partners can securely receive client data and sync documents across the two platforms, easily view the status of eSignature requests and eliminate silos across your organisation by inviting your team to view and manage documents all in one secure place.
- If you would like to add Annature as your preferred eSignature provider in myprosperity, please see here for support on how to set up the integration.
Client search bar
- Partners can now easily search their entire client list by name to quickly navigate to a particular client profile.
Enhanced email Room members UI
There are now 3 simple ways to send emails to members of a Room in myprosperity.
1. System generated email:
- Select the 'email members' button in the top right corner of the Room, select 'System generated email', choose which Room members you'd like to notify, then click send email.
2. Custom email:
- Select the 'email members' button in the top right corner of the Room, select 'Custom email', choose which Room members you'd like to notify, then click send email.
- Your preferred email service will then open for you to complete the email.
- In the Rooms chat, place the '@' symbol in front of the person's name you wish to contact.
- After hitting send, this will send a direct email to this person and appear in the Room chat area.
Copy link from Rooms
- Partners can now easily copy and share a hyperlink to a specific Room using the 'copy room link' button.
Enhanced mobile add wealth
- Adding wealth items is now easier than ever on your mobile device.
- Enhancements to the mobile Add Wealth UI have been made to create a more engaging and intuitive experience for clients adding assets and liabilities to their net wealth.