Sprague Wealth Solutions' Client Portal is an industry-leading wealth management technology platform which organizes all personal and family financial information into one place. No longer will you need to login to multiple websites to see all of your accounts and holdings. All of your assets and liabilities can now be viewed on one page in real time giving you a quick, complete picture of your financial situation at any time. Also included is a robust cash flow management tool.

The Client Portal gives you the power to create on-demand financial reports such as balance sheet, net worth, and cash flow statements. Also included is a convenient online storage vault to allow you to electronically store all your important documents such as wills, trusts, tax returns, insurance policies, business agreements, etc. The Client Portal is also smart phone compatible, so you can access account information from anywhere.