Tech Tuesdays: MyProsperity – Client Portal and Digital Fact Finds

Tech Tuesdays: At the Masterclasses we have showcased a number of providers that you can use in your business for efficiency and engagement. If you would like to learn more about these providers, tune into a series of Webinars specifically for Centrepoint advisers. MyProsperity - Client Portal and Digital Fact Finds Want a client portal that integrates with XPlan? You can communicate securely with your clients and get documents signed digitally. If you are an existing MyProsperity subscriber you will be entitled to a 10% discount on your current pricing, please contact your MyProsperity Account Manager to have the discount applied to your account. Join MyProsperity on 13 August 2024 at 2:00 pm AEST to explore how. You can watch the full recording here.