Client Portal Demo

With our client portal, you can do the following!

  • See Dashboard tiles and reports
  • Review reports on account transactions, performance, holdings, and asset allocation
  • Export reports
  • Send and receive documents in the secure document vault
  • Contact your SFSG service team members directly

Client Portal Log in

 

With our mobile app, you can access your client portal “on the go"!

Our mobile app gives instant availability to the client portal on any Apple or Android device.  

(Not all functionality is available when using the mobile app)

 

Download the Mobile App 

For iPhone or iPad download here

For Android devices download here

 

Don't have an account?

Please call Mary Boncada at 732-739-8991 or email at mboncada@shapirofsg.com

 

 

 

Our client vault is managed and hosted by Tamarac, a division of Envestnet, Inc. (NYSE: ENV), a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors. Tamarac does not hold customer funds or securities