myprosperity

07/03/2023

Exciting news just in...
..we're proud to announce that myprosperity has two finalists in this year's B&T Women Leading Tech Awards 🏆

Congratulations to Karolina Kuszyk (Head of Wealth Channel) and Derina Ediriweera (Head of Service Operations & Account Management) who have made the shortlist for the FinTech and Business Support Categories!

KK and Derina are also in the running for a Peoples' Choice Award. If you haven't voted for them yet, get in quick before voting closes tomorrow Weds 8th March ⤵

We’ve had the Grammys, we’ve had the Brits, we've had the BAFTAs. But now it’s the big one – the inaugural Women Leading Tech* People’s Choice award!

23/02/2023

We're thrilled to see our very own Karolina Kuszyk, Derina Ediriweera and Brianna Ediriweera in the running for B&T's Women Leading Tech Peoples' Choice Award this year!

We'd love to rustle up as many votes for KK, Derina and Brianna as possible. Get involved via the link below ⤵

We’ve had the Grammys, we’ve had the Brits, we've had the BAFTAs. But now it’s the big one – the inaugural Women Leading Tech* People’s Choice award!

21/02/2023

Communication & collaboration is easier than ever with our digital client portal. Join the myprosperity team to learn how you can connect with your clients more efficiently & securely in our next webinar.

🗓️ Tuesday 28th February, 12pm AEDT

Register 🔽

Learn how to collaborate and communicate with your clients digitally through the portal to gain efficiency and enhance connectivity.

22/12/2022

We’re excited to round off an incredible 2022 this week, as the myprosperity team prepares to celebrate the holidays with loved ones.

Thank you to all who joined us during such an exciting year. We wish you all the best for the holiday season and will see you again in 2023!

08/12/2022

2022 has certainly had many reasons to celebrate! Join the myprosperity team in wrapping up this year’s highlights, along with a live Q&A to ready you and your clients for an exciting 2023.

🗓️ Tuesday 13th December, 12pm AEDT

Register: https://bit.ly/3gZyows

01/12/2022

Scaling your firm is no easy feat, but it’s certainly more achievable with a digital-first approach.

Find out how partnering with myprosperity made Grimsey Wealth’s focus on digital advice effortless: https://bit.ly/3EyOAO4

23/11/2022

Could your business benefit from myprosperity's client portal?

Get practical guidance on creating a user-friendly, secure portal experience that integrates with your existing tech stack.

🗓️ Tuesday 29th November, 12pm AEST

Register ➡️ https://bit.ly/3U1jZxs

22/11/2022

Instant, efficient & secure: myprosperity’s Rooms are the ideal place for client correspondence.

Assign tasks, obtain e-signatures & collaborate with third parties to achieve your client’s goals.

Book a demo to find out more: https://bit.ly/3AiSlF8

09/11/2022

As your clients' trusted adviser, they rely on you to handle their sensitive information with care.

That’s why we suggest swapping out emails for myprosperity’s secure client portal, an excellent way to tighten up your security controls.

Keen to learn more? Book a demo: https://bit.ly/3zzCTUq

07/11/2022

Concerned about protecting your clients' sensitive information? Shifting all client communication to a secure portal should be top priority.

Join our webinar and discover all the benefits of myprosperity's client portal:

🗓️Tuesday 8th November, 12pm AEST

Register ➡️https://bit.ly/3DNnx1t

Hosted by myprosperity’s training and education team, - An educational session looking at how you can use the portal to communicate with clients and drive client engagement and data and communication efficiencies. Key topics: -The power of To-dos -Setting your default form messages -Mobile app con...

03/11/2022

You better believe it! Our very own KK won the FinTech Leader of the Year award. What a well deserved recognition for all your hard work, KK. 🙌

02/11/2022

Wishing nothing but the best to our Head of Wealth Karolina Kuszyk, who is attending the today as a finalist.

You have the whole myprosperity team behind you for this one KK. Good luck. 🍀