Request early access.
Open to Sutton real estate professionals in British Columbia. We reach out within 24 hours.
- We reach out within 24 hours. A short call to hear how you work.
- We build your first client's portfolio together. On the call, from a real client.
- We help you add your client list. Nothing goes to any client until you say so.
- You get a direct line and a say in what gets built next.
01What does early access include?+
An account on the live platform, a call where we build your first client's portfolio together, help adding your client list, a direct line for anything that breaks, and a say in what gets built next.
02Can my client and I add private documents?+
Yes. Roof warranties, furnace invoices, mortgage statements, renovation records. They live in the client's encrypted private files. Today some uploads work from the client's side only; the rest is coming.
03How is identity verified?+
Through a partnership with Interac, with support for the ID in the BC Services app. This is rolling out now, so early accounts may not see it yet.
04Can my assistant get in?+
Use your login for now. Separate logins for assistants and teams are coming.
05Does this replace my FINTRAC process?+
No. Keep your current process. Nothing here replaces it yet.
06Do I need to install anything?+
No. Sutton Wealth runs in your web browser at cornerstoneportfolio.app.
07Who owns a client's portfolio?+
The client owns their portfolio. The client list you build is yours, and you can export it at any time.
08Who do I contact?+
info@suttonwealth.com. A person answers.