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