Training Centre

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.

 

Webinars

E-signatures

Discover how easy it is to request e-signatures from your clients in the portal.

E-signatures webinar recording, 23rd March 2021

Wealth & Integrations

Take a look in the wealth management feature and discover how to use integrations to increase practice efficiencies.

Wealth & Integrations webinar recording, 16th March 2021

Opportunities & Analytics

Expert advice on using the portal to enhance your client relationships and extend your services.

Opportunities & Analytics webinar recording, 2nd March 2021

Onboarding Clients

All you need to master your client portal with helpful guides on setting up admin, configuring, security, staff and integrations..

 

 

Onboarding Clients webinar

Mobile App

Learn how to set up and configure your mobile app, and gain a clear view and understanding of what your clients see and receive.

 

Mobile App webinar

Cashflow Setup

Learn how to make the Cashflow feature work for you and your clients. It’s all in the setup and reporting, Karen will show you how.

 

Cashflow Setup webinar

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