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Personal Financial View®

This technology puts all of your key financial data and critical documents at your fingertips. If you forget your password, simply click on "Forget your password" to begin the process. If you arrive at this step and still need assistance, please contact a member from SFP Wealth. Some key features include, but are not limited to: Personal account aggregation, up-to-date monitoring of your financial picture, investment allocation across all money types, details by holding for asset class and sector analysis, and a secure online "Vault" for documents.

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Wealthscape Investor

Get the most out of your brokerage account with Wealthscape Investor; your customization investor portal. With this technology, you receive 24/7 access to account information so you're more informed and can better work your financial professional to reach your goals. You can take advantage of: a single point of access to account information on your desktop and mobile device, self-service capabilities including market data and research tools, and paperless e-notifications for new documents.

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With tons of features including investment monitoring and analysis, lineup comparison, and an advisor dashboard, FirmPlus helps you get things done. Some key features include: customizable fund evaluation to provide a tailored analysis for clients, analysis of active, passive and target date funds with unique evaluation criteria options, and fund research tools built to help with fund replacements, investment analysis, and platform evaluation.

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Retirement Plan Advisory Group

A resource tool designed so you can easily find all the documents SFP Wealth provides to help reduce fiduciary liability when managing a retirement plan.

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