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Go here to join a meeting with SBI Wealth Management. 

SBI Wealth Portal

The SBI Wealth Portal (powered by eMoney) provides clients a holistic financial overview. This is where you will find the financial plan as seen in client meetings. The SBI Wealth Portal provides the ability to see everything in one spot. This may include: 

  • Account Values (IRAs, 401k, Brokerage, etc.)
  • Debts (mortgage, auto loan, student loans, credit cards, etc.)
  • Total net worth
  • The financial plan
  • Cash Flow/Budgeting/Tracking expenses
  • Vault (document storage)
  • Reports

Accounts managed by SBI Wealth Management will be updated daily. Other accounts held outside of SBI, such as (bank accounts, 401k, loans, etc.) may be linked up by the client. Clients also have access to their own vault (document/file storage). A client’s vault is where important financial documents may be kept secure for future reference or to have them shared with SBI. Documents commonly held in the vault are often: tax returns, group benefit plans, legal documents, insurance policies, and any other relevant statements. Quarterly statements from the Black Diamond reporting tool will be directed to the client’s vault automatically. 

This site often serves as the “go-to” for clients as they can view all accounts under one login.

Black Diamond

Black Diamond is the performance reporting tool. This online tool provides high-powered reports of all the accounts managed by SBI Wealth Management. Black Diamond is extremely detailed, analytical, and organized. This makes it the best place to track investment performance with real time values and easy to follow reports. Quarterly reports are loaded into the client’s vault in the SBI Wealth Portal. 

Clients typically use this site if they prefer more high-powered reporting.

Schwab

Charles Schwab acts as the custodian that holds the investments. Your online login allows you to find real-time account values, and Schwab monthly and tax statements. You may also update contact information such as: home address, email, and phone number. Please note that you will only be able to see accounts that are held at Schwab here. Outside held accounts will not be viewable in Schwab, but rather the SBI Wealth Portal is where one could see both the Schwab and outside accounts together. 

Clients typically use this site if they need official Schwab statements or if they need to update basic client information.

Albridge Wealth Reporting

NetX Client (Financial Org # 157)


 

 

Please Note:  The information being provided is strictly as a courtesy.  When you link to any of the websites provided here, you are leaving this website.  We make no representation as to the completeness or accuracy of information provided at these websites.  Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information or programs made available through this website.  When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking.