Webinars
Register for our upcoming webinars https://www.myprosperity.com.au/webinars/
2025 April - June
2025 Jan - March
2024 Oct - Dec
2024 Jul - Sept
- Best Practice : Set up & Integration for Business Success!
- Client Administration – Tips & Tricks
- First Look- New Client Views
- Introducing Life Goals & Client Views Revisited
- Spotlight on...Document Management with Integrations
- Understanding the Client Experience
2024 April - June
2024 Jan-Mar
2023 Oct - Dec
2023 Jul - Sept
- We are Listening - Newer Features and Open Question Time
- Discover the Game Changer for Grimsey Wealth: A Journey with myprosperity and Montgomery Kirsz, Director of Grimsey Wealth
- The Client Experience at a Glance!
- The Digital Experience
- Are you Securely Sharing Data & Collaborating with Your Clients?
2023 Apr - Jun
2023 Jan -Mar
2022
- Change Management: Tackling onboarding for success
- Client Engagement: Questions, Roadblocks, Solutions
- Doc Signing & Evidence Summaries: New & Improved
- Effective communication: How to use the portal to effectively and efficiently communicate with your clients
- Get Digital in the Portal
- Implementing a Secure, User-Friendly Client Portal with myprosperity
2021
- Digital Forms and Rooms
- Staying Organised with Rapid To-dos & more
- Power up your automation with Document Storage Integrations
- Re-Imagining the advice process: Introducing Rooms
- Rooms for Accountants: Tax time
- Rooms for Advisers: Onboarding