Want to upgrade to use asset aggregation? Send us a note via Intercom messaging or to support@rightcapital.com and we'll get you set up shortly!
Linking outside accounts is simple, quick, and can greatly enhance the value to clients and prospects by sharing a more holistic and up-to-date picture.
Leveraging account aggregation adds considerable value to your planning services. Below are three important benefits that account aggregation can provide:
1
Client's see up-to-date information in one convenient location — their Client Portal. This places you as the client's financial go-to source for answers, clarity,
and direction in all their financial decisions, not just investments or
retirement!
2
Enables use of the Budget tool to help guide a client toward financial success in their spending (short-term success), as you also manage their assets toward financial success in their saving (long-term success).
3
Identify and capture held-away assets. Clients may link accounts which are not
under your management. This is a fantastic opportunity to identify held-away
assets and propose a case for how your excellent advising will advance the
wealth of those assets.
Once account aggregation has been activated in your subscription, clients will be able to use the green Link Account > Aggregation button on the Net Worth screen to link accounts from their financial institution.
Linking your accounts is quick and easy. Clients can follow the simple steps below:
1
Open your client's financial plan
2
Access the Profile > Net Worth area
3
Click the blue Link Account button.
4
Use the search bar to search by name or URL of the financial institution. Clients may also click on the common connections quick links listed below the search field.
5
The clients can enter the login credentials that they use to access their financial institution’s website. Some institutions will require additional security information. The client may need to enter any two-factor authentication details or security questions that appear on the screen.
6
Click the Close button on the bottom right, or the "X" in the upper right corner, to complete the link account process for the specified institution or select Link Another Site to link more institutions to add to your financial portal.
7
The accounts will then appear under the appropriate bar on the left side of the net worth screen. A green checkmark will indicate that the accounts are connected.
Want to upgrade to use asset aggregation? Send us a note via Intercom messaging or to support@rightcapital.com and we'll get you set up shortly!
