Webinars

Learn how to make the most of the myprosperity platform. Book into our weekly training webinars to learn about the platform’s full and extensive capability.

 

 

Insurances, goals & reports training webinar

Summary:
Discover how you can maximise the powerful integration offered by myprosperity and Xplan to create system collaborated client data. We’ll walk through the simple steps to setting up the integration in your partner portal, how to import clients and their data, exporting balance sheets from myprosperity to Xplan and what the client sees in their portal once you import their data and add balance sheet items.

myprosperity & Xplan training webinar

Summary:
Store, access and share all of your important documents securely in myprosperity for increased practice efficiencies and a better client experience. Join us for this masterclass on how to set up and optimise the integration of the portal with one of many document storage platform providers we integrate with including Dropbox, Box and others in the pipeline.

All about documents training webinar

Audience: myprosperity Partners

Summary:
Enhance your clients’ experience and your firm’s efficiencies with the portal using the magic of digital forms and eSignatures. Master the creation of custom digital forms, sending forms to a client, requesting an eSignature and take a look at how our platform is enhancing it’s integrations with other eSignature platforms like FYI Docs and others.

Previous webinars

Rooms for Accountants

Automate, collaborate and accelerate your practice with myprosperity’s Rooms. Get a closer look at this game-changing feature for Accountants with CPO, Josh Centner and National Training Manager, Karen Kairouz and discover the all-in-one place to collaborate with clients, automate the gathering of information and finish jobs faster.

Rooms for Advisers

Automate, collaborate and accelerate your practice with myprosperity’s Rooms. Get a closer look at this game-changing feature for Financial Advisers with CPO, Josh Centner and National Training Manager, Karen Kairouz and discover the all-in-one place to collaborate with clients, automate the gathering of information and finish jobs faster.

myprosperity x Midwinter integration

Learn how this integration allows you to pull client data including personal details, entities, associates, relationships, assets, and liabilities from myprosperity into Midwinter’s AdviceOS with the click of a button.