Webinars

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

• What's new !
• Spotlight on ....... Xplan integration
• Back to Basics : Documents
• Tips & Tricks
• Back to Basics: Forms

2024 Jan-Mar

• Spotlight on ......... FYI Integration
• Spotlight on....myprosperity Integration with SharePoint & DocuSign
• Get a Room
• Client Personas- Wealth Accumulators and Engaging the next generation

2023 Oct - Dec

• Our Christmas gift to you
• Tricks or Treats
• Spotlight On......Xplan
• Unlock the Secrets to a Streamlined Financial Practice in 2024
• Team work makes the dream work
• How Client Engagement Can Grow Your Business

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

• Making Xplan Integration work for you!
• Setting up or Freshening up: Get your system back end working for you !
• Entities as a Client - All You Need to Know
• Wonderful World of Rooms
• Newer Features - Tips and Tricks

2023 Jan -Mar

• Digital Client Collaboration and Communication
• myprosperity & Xplan - Integration Explained
• What's New: myprosperity & Xplan Integration Enhancements

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

See all 7 articles

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

See all 16 articles