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.

 

 

All about documents training webinar

Summary:
Explore our latest enhancements to your portal including some fantastic, time-saving updates to budgeting, to-do’s, mobile app configuration and more.

All about documents training webinar

Summary:
Join our upcoming webinar and discover how the power of document management platform, FYI and client portal solution, myprosperity can win back time for you and your clients.

We’ll cover:

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.

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.