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
Integrations to scale your business
myprosperity + Xplan
Audience: Planners
Summary: Don’t waste hours re-keying data across platforms! See how our integration with Xplan can deliver a powerful financial planning automation.
Duration: 30 minutes
Integrations to scale your business
myprosperity + Xplan
Audience: Planners
Summary: Don’t waste hours re-keying data across platforms! See how our integration with Xplan can deliver a powerful financial planning automation.
Duration: 30 minutes
Supercharge your customer journey
Paperless journeys
Audience: Accountants
Summary: If onboarding clients is a long, repetitive process – you’re not doing it right! See how myprosperity’s paperless journeys can help you create a seamless customer journey.
Duration: 30 minutes
Paperless journeys
Audience: Planners
Summary: Redefine how you collect information from clients with the Digital Fact Find! Learn how you can scale your business more efficiently and do more with your clients’ data.
Duration: 30 minutes
Supercharge your customer journey
Paperless journeys: How to nail client onboarding
Audience: Accountants
Summary: If onboarding clients is a long, repetitive process – you’re not doing it right! See how myprosperity’s paperless journeys can help you create a seamless customer journey.
Duration: 30 minutes
Paperless journeys: Take your fact find digital
Audience: Planners
Summary: Redefine how you collect information from clients with the Digital Fact Find! Learn how you can scale your business more efficiently and do more with your clients’ data.
Duration: 30 minutes
Unlock customer insights
Unlock customer insights
Audience: Everyone
Summary: Aligning departments in a multidisciplinary firm is never easy. Find out how you can harness customer insights with myprosperity to spot opportunities, so you can deliver a streamlined experience that places you at the heart of clients’ financial world.
Duration: 30 minutes
Unlock customer insights
Unlock customer insights
Audience: Everyone
Summary: Redefine how you collect information from clients with the Digital Fact Find! Learn how you can scale your business more efficiently and do more with your clients’ data.
Duration: 30 minutes