Webinars

Master tour wealth portal journey with our interactive webinars that feature product updates, live demos, real-time Q&A and tips from our in-house experts.

Upcoming webinars

Training: Cashflow Setup (12:00pm AEDT, February 2)

Audience: myprosperity Partners

Summary:
Get the most out of the Cashflow feature. Learn about setup, reporting and some helpful hints from our National Training Manager, Karen.

Training: Mobile App (12:00pm AEDT, February 9)

Audience: myprosperity Partners

Summary:
Learn how to set up and configure your mobile app, and gain a clear view and understanding of what your clients see and receive.

Training: Onboarding Clients (12:00pm AEDT, February 23)

Audience: myprosperity Partners

Summary:
All you need to master your client portal with helpful guides on setting up admin, configuring, security, staff and integrations.

Training: Opportunities and Analytics (12:00pm AEDT, March 2)

Audience: myprosperity Partners

Summary:
Expert advice on using the portal to enhance your client relationships and extend your services.

Previous webinars

What's New at myprosperity (Dec)

Rounding out an unusual and memorable year, our CTO, Stephen Jackel hosted the final What’s New at myprosperity webinar of 2020. Tune in for insights into how several firms have embraced technology over this unprecedented year, in particular portal features that streamlined the transition from in-person to online services.

 

What's New at myprosperity (Oct)

Tune in for the latest news and product updates in this latest webinar by Stephen Jackel, CEO of myprosperity.

 

What's New at myprosperity (Sept)

Tune in for the latest news and product updates in this latest webinar by Stephen Jackel, CEO of myprosperity.

 

What's New at myprosperity (July)

Stay informed about what’s trending in the Advice industry, enhancements to portal features and myprosperity stars who are championing technology in this latest webinar by Stephen Jackel, CEO of myprosperity.

 

What's New at myprosperity (June)

Join CEO, Stephen Jackel for an update on the latest product features and developments to the wealth portal in this end of financial year webinar. 

 

What's New at myprosperity (May)

 Join CEO, Stephen Jackel and our product experts for an update on what’s new and ask them your questions. Hear about new features and the latest developments to the wealth portal in this monthly webinar.

6 most improved features in myprosperity with Chris Ridd

 Join Chris Ridd as he takes us through the 6 features in the wealth portal that have improved significantly and helped provide better insights into his financial position.

What's New at myprosperity (April)

 Join CEO, Stephen Jackel and our product experts for an update on what’s new and ask them your questions. Hear about new features and the latest developments to the wealth portal in this monthly webinar.

Business just got personal: Go multidisciplinary

 Join Peter McCarthy as he takes us through why finances professionals can be collaborating in one place to achieve their clients’ financial goals.

Client preparation: COVID-19 Wealth Kit

Join myprosperity CEO Stepen Jackel as he takes us through what is included in the COVID-19 Wealth Kit which is now available to all wealth portal users. This webinar will have a particular focus on preparing your senior clients for the challenging times we’re experiencing. 

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