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