Webinars

Discover myprosperity’s full and extensive capability with webinars on the latest and best features and integrations to drive efficiencies and enhance your client experience.

 

 

Upcoming webinars

All about documents training webinar

Back to Basics: Forms

Tuesday 9 April 2024, 12 pm AEDT

 

Forms is a great feature of the myprosperity all-in-one secure client portal. Let our fabulous training team take you back to the basics with Forms, you’ll be surprised by what you learn.

Topics covered:

  • How to get your forms digitised
  • Best practice for Forms workflow
  • Using Forms to make data collection more efficient
  • Receiving information securely and working collaboratively with clients
  • Forms from the client’s perspective
  • And so much more…

Don’t miss out. Register today!

 

All about documents training webinar

Guided tour of myprosperity

Thursday 18 April 2024, 12 pm AEDT

 

Join us, for a first-hand tour of myprosperity. Discover how our all-in-one secure client portal can seamlessly take your client experience to the next level.

Aris Liacopoulos, our Head of Sales (Accounting), will take you on a guided tour.

We will cover:

  • Personalised digital forms for streamlined data collection
  • Digital task management, with automatic reminders for you and your clients
  • Document exchange and storage, to easily keep track of documents
  • Our simple eSigning feature, so it is all in one place
  • Digital Rooms to securely collaborate with clients and their advisers on jobs
  • Integrations with over 40 leading platforms and more coming
  • Client mobile app, for on-the-go clients

Let myprosperity help take the work out of your client experience so you can focus on giving them the best service possible. Join us for this live webinar on Thursday 18 April 2024 at 12 pm (AEDT).

Can’t make it to the session? Don’t worry, we will be sending out the recording, so make sure to register to receive the link.

Don’t miss out. Register today!

 

Previous webinars

Unlock the secrets to a streamlined financial practice in 2024

We hosted Carolyn Bindon, a co-founder at Wealthmed Australia Pty Ltd, an established multi-disciplinary accounting and financial services practice, and MasterChef top 30 finalist. Carolyn is a seasoned professional in the financial advice industry, with over 40 years of experience. She is well known for simplifying complex issues and helping clients focus on what truly matters, freeing them from the burden of paperwork.

In this webinar, we reveal how to supercharge your practice by:
–  Overcoming key business challenges with smart practical solutions
–  Implementing practices for consistent growth and efficiency
–  Utilising myprosperity to streamline your operations for 2024
–  Leveraging technology to enhance operational efficiency and client engagement

Save 400 Hours for your team this tax season

Aris Liacopoulos and Trent Mclaren unpacked how our client Montgomery Kirsz, Director of Grimsey Wealth, managed to get back 400 hours this tax season. Since implementing myprosperity into their practice they have saved on average 15 minutes of time per tax return, and we are going to break it down for you. See how to supercharge your practice by:

  • Streamlining time-consuming tax return processes
  • Centralising scattered client data records
  • Implementing safe and secure storage of sensitive financial records

myprosperity & Feedsy :  Enhance your Digital Efficiencies

Our very own Karolina Kuszyk “KK” takes you through some key features in the portal and how they can enhance Security, Efficiency and the Client experience.

Annature x myprosperity: A seamless eSignature workflow

Australian eSignature platform Annature is integrating with myprosperity’s powerful portal solution for clients to engage and collaborate with their financial professionals in a seamless digital workflow.

Discover how you can securely request eSignatures from clients, track signature requests and provide a world class client experience in this upcoming webinar hosted by myprosperity Chief Product Officer, Josh Centner and Annature Founder and Chief Technology Officer, Corey Cacic.