Dixon Financial roll out myprosperity
Great day working with Dixon Financial Group as they roll out myprosperity for their clients. Full days training discussing the benefits of real time data for clients including data feeds for bank accounts, property valuations, superannuation, share portfolios, motor vehicles.
Along with managing your personal cashflow, myprosperity also allows clients to store their insurance documentation, wills + set reminders for reviews, digital signing of documents and goal setting.
It covers everything you need to manage your personal wealth………..