Client Account Access

Your Custodian Account Access

 

 

AdvisorClient Login

 

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.