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.

 

 

myprosperity & Xplan training webinar

Audience: myprosperity Partners

Summary:
This week we are joined by myprosperity CPO, Josh Centner to share some exciting product updates. Then hear from Karen for the third instalment of the Client Profile series exploring the property and investment client and how you can empower them to gain an overview of their portfolio, generate reports and track their debt, equity and cashflow position.

Previous webinars

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.