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Sharefile
Log in to Sharefile to access your files. Sharefile is a secure, cloud-based platform that makes it easy to store, share, and secure your documents.
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Folio Client
Log in to your account on Folio Institutional to check your investment portfolio, evaluate performance, or change your personal information.
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Schedule Once
Schedule Once links to our calendar so you can check out our schedules and pick a convenient time to talk or meet.
![](https://netofinancial.com/wp-content/uploads/2019/08/Blueleaf2.jpg)
Blueleaf
BlueLeaf is an account aggregation tool that automatically integrates with your custodians so you can have a holistic view of your investments.
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Right Capital
Right Capital is a financial planning software that allows you to understand how prepared you are for retirement, using scenarios and interactive tools.
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Interactive Brokers
Log in to your account on Interactive Brokers to check your investment portfolio, evaluate performance, or change your personal information.