NEW Skyline Client Portal
Firm Update: June 2024
As part of our continued firm-wide updates, Skyline is excited to announce the launch of our new client portal. This portal will serve as your hub for all things Skyline Financial.
Client Portal Features
Dynamic Data
Stay updated on your portfolio's performance and asset allocation.*
RightCapital Snapshot
RightCapital remains the source for your financial plan and ongoing tasks.
Document Portal
This will replace Box for secure document sharing and viewing.
*The client portal will only include dynamic data on retirement accounts. If you have an emergency fund, large purchase savings or other speciality accounts, static performance reports remain available in your document portal.
Client Portal Manual
We’ve prepared a written manual to guide you through the set up and features of the client portal. Click below to access.
Other Updates
GOODBYE, BOX
With the launch of this client portal we will be ceasing use of Box.com for secure file sharing. All files previously available on Box have been transferred to your client portal Vault. After July 1, 2024, you will no longer have access to your SFNW Share and SFNW Vault folders on Box.com. You will retain access to your Box.com account and any files stored outside of Skyline specific folders.
HELLO, ADVYZON
The client portal is part of a larger update to the software we use for portfolio accounting, client service, and document management. Our new software partner is Advyzon. You will not need to access Advyzon outside of the Skyline portal, but we want you to be familiar with the name.
We will continue to use RightCapital for dynamic finacial planning and Charles Schwab as the custodian of assets.
We are excited to introduce a more robust digital experience. Please don’t hesitate to reach out with any questions.