SageView Advisory Group is an SEC-Registered Investment Advisory firm (RIA) serving retirement plan sponsors and individuals throughout the United States since 1989. SageView advises on 401(k), 403(b), 457, defined benefit and deferred compensation plans, and provides comprehensive wealth management services to individuals and families. SageView is headquartered in Newport Beach, California, and has more than 30 offices nationwide.
Demographics
- Industry | Financial Services
- Headquarters | Newport Beach, CA
- Founded | 1989
- Employees | 180+
- Existing ERP | Quickbooks
- Other Systems | Dynamic 365, PayChex, EnvestNet
NetSuite Solution
- NetSuite | SuiteSuccess Financials First Premium
- Modules | Record to Report, Procure to Pay, Order to Cash, Planning and Budgeting
- Interfaces | Banking, PayChex, Dynamics 365, EnvestNet, Payment Gateway, CSI
Sales Team
- NetSuite | Colby Arkin
- Caravel | Scott Curry, Caila Cohen
Implementation
- Methodology | SuiteSuccess + Optimization
- Approach | Luster will deploy NetSuite in a single-phase with core functionality going live in month 7 and integrating to various 3rd party systems in phase 1.
