Client account access
the way you see fit.

At SagePoint Financial, we offer two robust web-based platforms that enable you to give your clients access to their accounts. We also give you the decision-making power on how much and what type of access your clients should have.

OneView (Client Version)

• Enables clients to access their brokerage accounts, as well as accounts held directly with product vendors
• Provides ability to view entire household’s accounts with one login
• Allows client to view/print reports regarding their portfolios (available reports depend upon whether the OneView version level is standard or premium)

NetX360 Pro (Client Version)

• Enables clients to access their brokerage accounts only
• Shows account information from previous business day’s close, or intraday
• Includes balances, holdings, cost basis, activity, projected cash flow, order status, and account profile
• Gives access to statements, confirms, and tax statements (including 1099s) – and allows opt-out of paper delivery of these items
• BillSuite access enables clients to pay bills through the website, using their brokerage account funds
• Provides market information including delayed quotes and news services
• Includes access to financial/investing educational materials