Broker Check

Client Center

The Sapphire Wealth Management Client Center is intended to make available to our clients the world class technology we use at our offices for the monitoring and review of their financial strategies. We provide our clients with the following systems:

Performance & Monitoring System

VISION 2020 ONEVIEW is the portal most frequently visited by clients. This system integrates portfolio accounting and performance reporting to provide a “CEO View” of all of your accounts and assets managed by our team.

Click Here To View Performance

Account Statements & Tax Documents

NETX Investor is our secured system that serves as a “Vault” to store and organize each of your brokerage and advisory account statements and tax documents.

Click Here to Retrieve Statements

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