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

Online training

Online Training Webinar Series

Audience: Everyone

Summary: Join us for a fortnightly webinar on how to set up and use the myprosperity wealth

Duration: 30 minutes

Online training

Online Training Webinar Series

Audience: Everyone

Summary: Join us for a fortnightly webinar on how to set up and use the myprosperity wealth.

Duration: 30 minutes