A web-based application that serves as a centralized hub for clients to easily access their account balances, policies, statements, tax documents, and more. Clients can also view the performance of accounts, link external accounts, and send secure messages.
A web-based application, which we call Personal Financial View, that allows you to view all your key financial documents in one centralized spot. From insurance policies to tax and legal documents, we’ve got you covered.
A resource tool designed for retirement plan sponsors to easily access all the documents SFP Wealth provides to help reduce fiduciary liability when managing a retirement plan.