Webinars

2023 November

• Spotlight On......Xplan
• Unlock the Secrets to a Streamlined Financial Practice in 2024
• Team work makes the dream work

2023 October

• Tricks or Treats
• How Client Engagement Can Grow Your Business

2023 September

• 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

2023 August

• The Client Experience at a Glance!
• The Digital Experience

2023 July

• Are you Securely Sharing Data & Collaborating with Your Clients?

2023 June

• Making Xplan Integration work for you!
• Setting up or Freshening up: Get your system back end working for you !

2023 May

• Entities as a Client - All You Need to Know
• Wonderful World of Rooms

2023 April

• Newer Features - Tips and Tricks

2023 March

• myprosperity & Xplan - Integration Explained

2023 February

• Digital Client Collaboration and Communication

2023 January

• What's New: myprosperity & Xplan Integration Enhancements

2022 November

• Effective communication: How to use the portal to effectively and efficiently communicate with your clients
• Implementing a Secure, User-Friendly Client Portal with myprosperity

2022 October

• Cashflow Review: Making the Cashflow feature work for your firm and your Clients

2022 September

• Client Engagement: Questions, Roadblocks, Solutions

2022 August

• Change Management: Tackling onboarding for success
• Doc Signing & Evidence Summaries: New & Improved
• Get Digital in the Portal

2022 July

• The Portal from a Client Perspective

2021 December

• Digital Forms and Rooms
• Staying Organised with Rapid To-dos & more

2021 November

• Power up your automation with Document Storage Integrations
• Re-Imagining the advice process: Introducing Rooms

2021 October

• All about documents

2021 September

• Rooms for Accountants: Tax time
• Rooms for Advisers: Onboarding

2021 May

• Insurance, goals and reports
• Onboarding workflow for tax time

2021 April

• Learn how to make the Cashflow feature work for you and your clients
• Learn how to set up and configure your mobile app
• Expert advice on using the portal to enhance your client relationships and extend your services
• Discover how to use integrations to increase practice efficiencies
• Discover how easy it is to request e-signatures from your clients in the portal
• Explore best practices for using the client management feature including your client list, to-dos and goals

See all 7 articles