Let the training team take you through the myprosperity integration with FYI, showing adding clients, linking clients, document sharing between the portals and sending documents to be signed in FYI via the myprosperity platform
Let the training team take you through the myprosperity integration with FYI, showing adding clients, linking clients, document sharing between the portals and sending documents to be signed in FYI via the myprosperity platform