Technology at the core
Always accessible.
Anywhere you are.
The Sonance Client Portal provides universal access to a single dashboard view that provides a real-time snapshot of your entire financial life in one place.
We believe that knowledge is power.
Knowing how your investments are performing shouldn’t be a guessing game nor should you have to wait until quarter end to see what is impacting your portfolio.
It Starts Here
Individualized secure access.
Making it easy.
Your first visit will require a few simple steps to setup your personal password and multi-factor authentication.
Making it work.
We’ve made the setup process as simple and seamless as possible but just in case you do have an issue, support is always close by.
Step by Step.
Getting started is easy. On your first visit, simple instructions will walk you through everything to keep you protected and connected.
The Answer is Yes.
It’s all in here.
Your Portal.
This is the good stuff. Your entire financial universe, organized into one clear, simple view. Everything updates in real time. It’s yours to discover.
Your Vault.
Everything close at hand. No more searching for paper. Your documents are kept secure in your personal data vault, easy to find and reference anytime. If anything changes or needs your attention, we’ll let you know by email.
Ready to Connect.
What’s next?
Your advisor will provide you with everything you need to get connected.
We do the heavy lifting in the background to ensure everything is ready for you.
As soon as your individual portal is active, we’ll let you know.
At Sonance, this is what wealth well orchestrated looks like.
Contact Us