Client-Facing Resources for the Client Portal

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 towards success. Use the following resources to assist clients as they explore the virtual onboarding process and discover their portal.

Client Facing Flyers

We've created resources for you to share with your clients to elevate their experience with the RightCapital Client Portal. Use these flyers and videos

Getting Started

Data Security

Account Aggregation

  • Linking Your Accounts - (RightCapital Branded) a one-page tutorial for clients to link their outside accounts.
  • Troubleshooting Common Aggregation Errors - (RightCapital Branding) a one-page tutorial 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.

Client Facing Videos

Introduce RightCapital's client portal

Introduce clients to virtual onboarding

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 are having 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.