client logins
Access your accounts and planning tools in the portal that fits your needs
Craft & Sage clients may use one or more portals depending on the accounts and services they use with our team. Use the options below to choose the portal that best fits what you’re looking for.
Need help finding the right login?
Call us at 816-436-9939 or email us at contact@craftandsage.com.
Advyzon
Craft & Sage Client Portal
This is the Craft & Sage branded client portal and is often the best place to start.
Use Advyzon to view the accounts you hold with us, along with balances and performance information.
AssetMark Trust
Custodian Portal
AssetMark Trust is the account custodian for the majority of client accounts.
Use AssetMark Trust to view account balances, performance, account statements, and tax documents.
eMoney
Financial Planning Portal
eMoney is the financial planning software used by our team and is most often used during planning meetings.
Use eMoney to view your net worth and access basic financial planning reports, including balance sheets.