Blog

The latest news from myprosperity and beyond.

 

Latest news

Stanford Brown: Implementing a secure client portal

I recently had the pleasure of interviewing two extraordinary ladies from Stanford Brown; Lori Chapel, Head of Advice Operations and Alison Maine, Compliance Coordinator and Advice Projects Leader. Lori oversees all of the internal processes and systems to improve...

read more
Senior clients using advice tech

Popular this week