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As a client of Sovereign Wealth Management, you have access to your portfolio, net worth statement, cash flow projections and many other aspects of your comprehensive Financial Plan.
There is also a way to connect to your advisor.
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What's New in Sovereign Global
5.16.0
December 15, 2024
- Managed account Performance Details - Ability to add manual accounts to portal - Clients may now toggle to Orion related households - Orion Planning Retirement Details (Monte Carlo, Income & Assumptions) - Improved navigation to managed personal finances data - Adviser and firm custom disclosures available in footer - Document Vault improvements - Bug Fixes
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