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.

 

 

Onboarding tips & tricks training webinar

Audience: myprosperity Partners

Summary:
Learn how to easily configure the partner portal; power up with integrations, reduce double-handling of data, and streamline client communications.

myprosperity & Xplan training webinar

Audience: myprosperity Partners

Summary:
An open Q&A with our expert, National Training Manager, Karen Kairouz.

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 AdviceOS with the click of a button.