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.