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.

 

Digital forms 101, 13th April 2021

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.

Wealth & cashflow, 20th April 2020

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.

Configuring the mobile app, 27th April 2021

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.

Previous webinars

What’s New at myprosperity (Feb)

Our CTO, Stephen Jackel, is joined by Tech Team Leader, Joseph Eskander, to discuss the exciting new integrations with Xero Workflow Max and Practice Manager, Midwinter and Salesforce in February 2021.

 

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