Overview of AdviceOS and myprosperity Integration Webinar

Learn how you can grow revenue, increase efficiencies and create a digital presence with AdviceOS and myprosperity.

Financial advisers can now pull client data including personal details, entities, associates, relationships, assets, and liabilities from myprosperity into AdviceOS with the click of a button.

In this webinar we cover:

  1. An overview of the AdviceOS financial planning software;
  2. An overview of the myprosperity client portal solution;
  3. How this integration works to save time and eliminate double handling data.

Alternatively, for help with this feature email [email protected] or call 1300 882 938. For pricing or to book a personalised demo, email [email protected].

Subscribe to receive news & insights from Midwinter