Webinars

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.

Training: Digital forms 101 (12:00pm AEDT, April 13)

Audience: myprosperity Partners

Summary:
Don’t waste time chasing missing data. We’ll show you how to use the digital forms feature to collect client data with a branded digital fact find and let the paperless workflow do the heavy lifting.

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Training: Wealth & Cashflow (12:00pm AEDT, April 20)

Audience: myprosperity Partners

Summary:
Let us show you how these popular features can do the heavy-lifting for you. Explore how to add wealth items, categorising, tagging and reporting in Wealth & Cashflow.

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Training: Configuring the Mobile App (12:00pm AEDT, April 27)

Audience: myprosperity Partners

Summary:
We have some great new updates to the way you customise and visualise your mobile app, giving you flexibility in how you engage with your clients. Let us show you.

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