Broker Check

Investor360° is a Web-based application that contains portfolio information within Overview, Holdings, Activity, Statements, and Confirms pages. A Documents section allows your advisor to share documents with you. It also includes an Administration tab, where you can update your password, name, and security information.

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.

A web-based technology solution built to streamline and help improve your wealth management capabilities. This password protected, secure and encrypted personal website is accessible only by you and your SFP Wealth advisory team. Through it, you can access all of your financial information in one secure location from anywhere, at any time.

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.

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.