Client Portal

On-going clients have access to 4 primary tools from the comfort and security of your home, 24/7:

• Egnyte secure Document Vault to access your financial documents, your written Plan, and other client-only articles and white papers.
• Our Financial Planning software from RightCapital which provides you an account dashboard to see live balances and update your input data. On-going clients have additional limited “what-if” functionality. Mobile access is also available.
• Capitect (future) for viewing your investment reports (Investment Management clients only)
• AdvicePay for signing your contract and paying our invoice

 
Click the icons below to access the tool and enter your confidential log-in credentials.