Partner support help centre

United Kingdom New Zealand
  1. Wealth Portal
  2. Webinars

Webinars

These are where our weekly training webinars hosted by Karen Kairouz will be stored. These 20 mins webinars will help you master your client portal.

Documents

  • All about documents

Rooms

  • Re-Imagining the advice process: Introducing Rooms (15/11/2021)
  • Rooms for Accountants Webinar - Tax time
  • Rooms for Advisers webinar - Onboarding

Cashflow set up

  • Learn how to make the Cashflow feature work for you and your clients

Client Management

  • Staying Organised with Rapid To-dos & more
  • Insurance, goals and reports
  • Explore best practices for using the client management feature including your client list, to-dos and goals

Mobile app

  • Adding Value with the Mobile App
  • Learn how to set up and configure your mobile app

Onboarding clients

  • Client Engagement Strategies for tech-led firms
  • Best practices for client onboarding
  • Onboarding workflow for tax time
  • Helpful guides on setting up admin, configuring, security, staff and integrations.

Lead generation

  • Expert advice on using the portal to enhance your client relationships and extend your services

Integrations

  • Power up your automation with Document Storage Integrations (Nov 16th 2021)
  • myprosperity & Xplan
  • Xplan integration update
  • Discover how to use integrations to increase practice efficiencies

Digital Signatures

  • Discover how easy it is to request e-signatures from your clients in the portal

Digital Forms

  • Digital Forms and Rooms
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