Learn how to make the most of the myprosperity platform. Choose from our vast collection of informatory webinars to unlock the platforms full and extensive capability.
Wealth & Integrations
Take a look in the wealth management feature and discover how to use integrations to increase practice efficiencies.
Opportunities & Analytics
Expert advice on using the portal to enhance your client relationships and extend your services.
All you need to master your client portal with helpful guides on setting up admin, configuring, security, staff and integrations..
Learn how to set up and configure your mobile app, and gain a clear view and understanding of what your clients see and receive.