Secure Client Portal
Welcome to your Soesbe Financial Client Portal.
Your Client Portal is a Personal Financial Management website dashboard that makes it easy to manage your wealth and helps you see your financial life beyond the numbers.
(Please note, some of the documentation below refers to this dashboard as your “Financial Website”. Here at Soesbe Financial, we call this your “Client Portal”, they are the same thing.)
Client Portal Registration Process
Client Portal Overview:
Organize. Monitor. Collaborate.
Connect all your accounts for a consolidated view of your entire financial picture.
Know how much you’re spending, and where.
Interactive charts and detailed views help monitor all your accounts.
Join a screen sharing session quickly and easily for Interactive planning anytime, anywhere.
Set budgets to help reach your savings goals.
A complete financial picture available on your smart phone.
Safely store your most important financial documents, accessible 24/7.
See if you’re on target to reach your most important goals.