Master your wealth portal journey!

Learn how myprosperity makes life easier for accountants, advisers & their clients! Our interactive webinars feature product updates, live demos, real-time Q&A, and tips from our in-house experts.

Master your wealth portal journey!

Learn how myprosperity makes life easier for accountants, advisers & their clients! Our interactive webinars feature product updates, live demos, real-time Q&A, and tips from our in-house experts.

Stay in the loop

What’s New at myprosperity

Audience: myprosperity Partners

Summary: Join CEO, Stephen Jackel and our product experts for an update on what’s new and ask them your questions. Hear about new features and the latest developments to the wealth portal in this monthly webinar. Missed one? Catch up here.

Duration: 30 minutes

Stay in the loop

What’s New at myprosperity

Audience: myprosperity Partners

Summary: Join CEO, Stephen Jackel and our product experts for an update on what’s new and ask them your questions. Hear about new features and the latest developments to the wealth portal in this monthly webinar. Missed one? Catch up here.

Duration: 30 minutes

Product webinars

How to use cashflow rules

Audience: Everyone

Summary: We’ve made some enhancements to cashflow rules! Learn how the changes can help clients’ manage and track spending more effectively in the wealth portal.

Duration: 30 minutes

Discover Client Groups

Audience: Everyone

Summary: Group clients into households with the new household view! Learn how Client Groups can help you deliver a consolidated household experience.

Duration: 30 minutes

Opportunities dashboard

Audience: Everyone

Summary: Discover how you can leverage the portal’s new Opportunities dashboard to surface business opportunities and gain deeper client insights.

Duration: 30 minutes