Client Account Access

Your Custodian Account Access

 

 

 

 

SMARTVault Secure File Sharing

SAGEWEALTHADVISORS.smartvault.com/

 

MONEYGUIDEPRO CLIENT ACCOUNT PORTAL

MoneyGuidePro is a top-of-the-line piece of Financial Planning software that we use to build and stress-test Retirement Planning scenarios. Now, the Client Portal feature allows us to share MoneyGuidePro with our clients to build, view, update, and test their own Personal Retirement Action Plans.

PLEASE CONTACT our office FOR ACCESS TO THIS FEATURE.