Webinars

Discover myprosperity’s full and extensive capability with webinars on the latest and best features and integrations to drive efficiencies and enhance your client experience.

 

 

Upcoming webinars

Previous webinars

FuseSign x myprosperity integration

Discover how the sleek integration of digital signature platform, FuseSign and client portal solution, myprosperity streamlines the document signing process for you and your clients.

We’ll cover:

1. How to quickly request and receive signatures with FuseSign’s digital signature software to get the job done faster;

2. How to provide a more engaging client experience using the myprosperity client portal solution and mobile app;

3. How these powerful platforms merge to streamline practice efficiencies and save time.

Presented by Melissa Voss and Josh Centner.

Re-imagining the advice process: Introducing Rooms

myprosperity is reimagining how households engage with their trusted advisers. Join Head of Wealth, KK and National Training Manager, Karen Kairouz for this exclusive webinar that explores Rooms; a place where advisers can collaborate directly with clients and get the job done all in one place.

Key topics include:

★ Why collaboration is the future of financial advice
★ How Rooms can transform your client experience
★ Top uses for Rooms for Advisers
★ Top time-saving features in Rooms including; Digital Forms, Digital Signatures, Tasks, Reminders and To-Do’s
★ How to obtain and exchange information with clients securely, quickly and efficiently in Rooms

FYI x myprosperity integration

Discover how the power of document management platform, FYI and client portal solution, myprosperity can win back time for you and your clients.

In this webinar:

1. How to master process automation with FYI’s document management software to get the job done faster;

2. How to provide a more engaging client experience using the myprosperity client portal solution and mobile app;

3. How these powerful platforms merge to increase practice efficiencies and uncover opportunities to grow your revenue streams.

Presented by Rob Cameron, Peter McCarthy and Josh Centner.

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.