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How do I add a client or client Group to the client list?

The clients’ page is where you can create and manage all your individual clients or client groups, send invitations to join the portal, view clients’ wealth portals, send documents for signing, send a fact find, edit their subscriptions, enable the will wizard and...

How do I add a co-owner?

With the ability to add a co-owner to a Client Group or Household, the system becomes more flexible with permissions and use. If you have an active file and would like to introduce a new client into the portal as a co-owner with all the access permissions and...

How do I merge clients to create a Client Group?

Recently released (Oct 2019), myprosperity has made it possible to add clients as a group rather than just individuals. Now a couple or partners can have equal usability in a file, making logging into the file, loading banking information and using the mobile app...

What is the Tax Assistant and how does it work?

The Tax Assistant makes tax time a breeze by consolidating the information required for a personal tax return. By going through the wizard, your clients will have the opportunity to review and update their financial information as needed. Any relevant information...

Kwidz – The finance app for kids!

Kwidz is a mobile app designed to introduce kids ages 8 to 16 to the fundamentals of personal finance. With the app, they can set savings goals, view transactions, and track their success. The app is fully customisable, from the theme to the goals, so kids can really...