Client-facing resources for the Client Portal
We've created resources for you to share with your clients to elevate their experience on the RightCapital Client Portal.
Getting Started - Using Your Portal - a brief guide to showcase the value of your portal
Linking Your Accounts - a one-page tutorial for clients to link their outside accounts
Client account security - a one-page PDF highlighting the security and safeguards for their data
Want to introduce RightCapital's Client Portal with a video? Look no further.