For advisers already using myprosperity
Get more value from the platform you already have.
Many firms already have myprosperity in place and are seeing value. Over time, though, new opportunities often emerge to improve consistency, simplify internal processes and create a stronger experience for both the team and the client.
Argent helps firms review what is working, identify what could work better and turn platform usage into a more consistent part of the practice.
Positioning
Good platforms create more value when they are well embedded.
As teams evolve and workflows mature, the way a platform is used can also be refined.
This is not about fixing something broken. It is about helping something useful become even more effective inside the business.
With the right support, myprosperity can become easier to manage, easier to explain and more valuable across the client relationship.
Where Argent Fits
Review, refine and strengthen how myprosperity works in practice.
Argent helps advice businesses look at how myprosperity is being used today, where the firm may be losing momentum and where value can be strengthened.
The focus is practical: clearer workflows, stronger ownership, better client communication and a more useful operating rhythm for the team.
Common areas for optimisation
Every firm is different, but the same opportunities often appear once myprosperity has been in use for a while.
Workflow refinement
Clearer ownership
Define who does what, when and how the portal is maintained so usage is less dependent on one internal champion.
Team adoption
Support advisers and staff so usage becomes easier, more consistent and more naturally embedded in the business.
Data hygiene and reporting
Support cleaner use of information, more reliable processes and a more useful client view.
Client engagement
Improve how clients are introduced, reminded and supported to use the portal over time.
Practical engagement ideas
Identify ways to make myprosperity part of ongoing client value, not just an onboarding tool.
Extending Value
Help the platform work harder beyond the initial rollout.
Argent can support firms with practical assets and support layers that help myprosperity become easier to explain, easier to use and easier to maintain over time.
This can strengthen engagement internally and externally while helping the platform support more value across the business.
Optimisation Support Materials
Available optimisation support.
For firms already using myprosperity, Argent can help refine the way the platform is communicated, maintained and used.
Asset List: Refresher onboarding guidance, Client education assets, Email content libraries, Reporting and data hygiene support, Ongoing support and Engagement ideas.
