Welcome to Argent Cashflow
Client Resource Hub
This is your central access point for onboarding materials, support links, rollout resources and implementation guides
for your myprosperity setup and optimisation work.
for your myprosperity setup and optimisation work.
Key Things to Always Remember
When Implementing myprosperity
Be sure to revisit these lists whenever you may be feeling a bit overwhelmed
or ensure during your implementation process
or ensure during your implementation process
- 01. Start with the bigger picture
- 02. Set your approach
- 03. Start small and build
- 04. Control complexity
- 05. Support
- This is a huge part of your business going forward; you need to play a long game.
- Internal buy-in is key to success. We are here to support you.
- Be clear on what you want to achieve, including your goals for the platform and which clients it is intended to support.
- This is not about setting up your entire business in one go; focus on making steady, manageable progress.
- Build familiarity and capability over time so the portal becomes an embedded part of how your business operates.
- Be intentional about where you start by choosing an approach that aligns with your business, whether by client segment, service offering, or adviser.
- Invest time upfront to get things right, as early decisions will shape how effective and scalable your setup becomes.
- Keep the experience simple – the goal is to create a tool that supports your business, not one that adds unnecessary complexity.
- Do not start data gathering, digital forms, integrations, or document signing until the portal is set up, clients are onboarded at a basic level, and your team is fully engaged.
- Start small by working with a group of clients who are open to testing and refinement.
- Use the early stages to learn and refine your approach based on what works.
- Take the time to become comfortable with the platform so you and your team can use it with confidence.
- Avoid rushing integrations, and make sure you understand how each part of the platform functions before adding more complexity.
- Add features in stages so your team and clients can keep up.
- Keep the client experience clear and easy to follow as you build.
- Lean on our support throughout the process. Reach out at any stage if you need help or clarity.
Implementation Guide
A practical step-by-step guide designed to support firms through the correct myprosperity setup process, helping organise
key settings, implementation tasks, and client rollout preparation in a clear and structured way.
key settings, implementation tasks, and client rollout preparation in a clear and structured way.
Onboarding Materials
Resources designed to support a smoother setup process, improve client onboarding consistency,
and assist firms with ongoing portal implementation and engagement.
and assist firms with ongoing portal implementation and engagement.
Email Marketing Library
Access ready-to-use client communication content, branded imagery, and resource links designed to support post-onboarding engagement. Materials can be shared with clients to reinforce platform usage, promote ongoing interaction, and maintain consistent communication. This is included as part of your consultancy.
Key Marketing Video
Professionally produced video to showcase the introduction of your myprosperity portal into your business! Customisable to align with your branding. This video is available for purchase in addition to your consultancy at considerable discount to full production costs.
Onboarding Videos
Wish to offer your clients or prospects a more DIY experience? Practical onboarding videos to help clients set up and use the myprosperity portal with confidence. Available for purchase in addition to your consultancy and customisable to align with your firm’s branding
Portal Set Up Tracker
Access to tracker designed to help your firm to monitor client setup progress, track completion stages, manage outstanding tasks, and maintain a consistent onboarding process from initial setup through to activation.
Client Flyers
Printed or Digital client handout which is fully customisable. A simple way to kick off your client communications. One handout will be produced for your business as part of your consultancy.
Retention + Revenue
Retention + Revenue is Argent’s article library for advice firms using myprosperity. Explore practical thinking on client communication, portal adoption, adviser workflows and ways to make the platform more valuable inside the business.
Any questions? Contact Us
Kaye Trewartha
0413 197 088
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