Resources Designed with Your Clients in Mind
If you are looking to strengthen client relationships, increase retention, and reinforce brand values, permitting clients to access our financial planning portal is a proven path toward success. The following resources have been developed to assist invited clients as they explore the virtual onboarding process and discover their portal. You can share these flyers and videos to elevate their experience within RightCapital.
Client Facing Flyers
Getting Started
Getting Started - Using Your Portal - a brief guide to showcase the value of your portal.
Filling Out Your Profile - a brief guide to walk your clients through filling out their financial plans.
Data Security
Client Account Security - a one-page PDF highlighting the security and safeguards for their data
Login Settings
Updating Your Email - a one-page PDF illustrating how clients can change the email on file.
Updating Your Password - A one-page PDF illustrating how clients can change their password.
Enabling Two-Step Verification - a one-page PDF outlining the steps to enable 2 factor authentication for their login.
Account Aggregation
Linking Your Accounts - a two-page tutorial to help clients link their outside accounts to RightCapital.
Troubleshooting Common Aggregation Errors - a detailed guide to assist clients who experience error messages while linking their outside accounts. This PDF helps clients resolve the issue on their own and take the appropriate next steps if needed.
Open Banking Transition Guide - a two-page tutorial for clients transitioning their accounts to Open Banking.
What is Open Banking? - a one-page informational flyer for clients who want to learn more about Open Banking.
Budgeting
Update Transaction Permissions - a one-page guide showing clients how to share their transactions with you.
Customizing Budget Categories - a one-page PDF illustrating how clients can add their own budget categories for use in the Budget module.
Vault
Managing the Vault: Uploading and Folder Creation - a one-page PDF that outlines how clients can upload files & organize their Vault.
Monte Carlo
What is Monte Carlo? - a two-page informational flyer for clients who want to better understand their probability of success.
Client Facing Videos
Best Practices
Use the above resources to help clients who have questions while going through the virtual onboarding process. These flyers and videos can be embedded into invitation emails or sent as needed to clients who have questions. Although RightCapital's support team cannot communicate directly with your clients, these PDF's and videos offer a variety of resources that can help to navigate most questions clients may ask.
For additional assistance virtually onboarding your client's portal please contact Support.
