Client Logins

Remember when life was simple? Imagine a single platform where your financial matters may be managed 24 hours a day, 7 days a week. Your assets, liabilities, insurance, private documents, financial and estate plan, and progress on retirement and cash flow goals. 

Aegis Financial Partners helps you coordinate your financial life with a single login, so you can spend more time on the things that matter to you.  

Wealthscape Investor - Is provided by the custodian National Financial Services. This is where you can find statements, tax forms, trade confirmations, etc. 

SEI - Access My Portfolio - Is provided by the custodian SEI Private Trust Co. This is where you can find statements, tax forms, trade confirmations, etc.