SagePoint prides itself on delivering the exceptional service you need to provide each of your clients with impactful experiences as you guide them through their financial journeys. Learn more about our:
are provided through the Wealth Management Platform, a best-in-breed integrated platform backed by leading research and technology with four distinct advisory programs, supported by our expert team of internal and external consultants.
are well-regarded subject matter experts you can call on to discuss investment scenarios and sales opportunities for Mutual Funds, Annuities, Retirement Income, Alternatives, Life Insurance, and Group Retirement Plans.
is another value added internal team that provides the focused support and concrete tools you need to thrive in the retirement plans marketplace. Our state-of-the-art fee benchmarking, RFP comparison, investment analytics, and compliance tools will give you the edge you need to break away from the pack.
give you the flexibility to deliver advice for your clients based on their needs and the complexity of their financial situation.
is offered through Pershing and NFS to provide you choice in selecting your custodian for your brokerage solutions. Services include lending, trusts, CDARs, etc.
is an innovative solution to host your direct mutual fund business in a brokerage environment with the benefits of a brokerage account without the traditional brokerage account fees.
offered through the firm and our partners include: Lending, Trust Services, and Donor Advised Funds.