If you want to strengthen client relationships and reinforce brand values, permitting clients access to RightCapital's client portal is a proven path toward success. Best of all, it’s built into your RightCapital subscription already!
Once a client's plan has been established in RightCapital, you can invite the client to view and interact with financial tools. At any point, you can invite or remove your clients to access their portal and control which modules of the software are visible. Use the following process to invite clients to access their financial portal and mobile app:
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Navigate to your Advisor Portal > Clients tab, and select the client’s name in the client list.
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Select the Client Access tab on the right:
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Enter email addresses for the client and/or co-client. Click the Invite button to automatically send the client(s) an email inviting them to create their account. The email will have a link to create their account - all they need to do is enter a password of their choosing, and click on Create Account.
4
Navigate to the Planning Access tab to control what planning modules the client(s) will have access to.
For a quick video walkthrough of inviting clients in RightCapital, click here.
Alternatively, save time by allowing clients to enter their information. Virtually onboarding clients is a great way to quickly and easily collect data. Whether the client has access to their client portal after the data entry is completed is entirely up to each advisor.
1
Click on the blue + Add a New Client button.
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Enter the client's first name, Last name, and email address.
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Click on the blue 'Invite Client to Input Information' button. The client will receive your customized email invitation. After they create their RightCapital login, they can start the data entry!
Inviting your clients to their plan is only the first step! See below for all of the information and resources you will need to manage client access and elevate the client experience in RightCapital:
Customize the Initial Data Entry:
After inviting a client, you have the ability to fully customize that client's initial data entry process. This is done via that client's Onboarding tab:
For a detailed overview of customizing the initial data entry in RightCapital, click here.
Client Portal Settings:
After inviting a client to access their RightCapital plan, you have full control over which elements of the plan the client can edit, and which elements will be read only. This is done via the Client Portal Settings in the Client Access tab:
For a detailed overview of the Client Portal Settings and how they will impact your client's experience in RightCapital, click here.
Planning Access:
You also have the flexibility to customize which tabs and planning modules your clients will see upon logging into their plan, and in what order. This is done via that client's Planning Access tab:
For a detailed overview of customizing a client's Planning Access checklist in RightCapital, click here.
Pro Tip: Client Access Mode
You can impersonate the client's perspective by opening a plan in Client Access Mode. To learn more, click here.
Tracking Client Activities:
Use the RightIntel > Client Overview > Activities tab in your Advisor Portal to see any changes clients make to the Profile, and to keep track of when they access the system. For a quick video overview, click here.
Grow Your Business
Client retention is key to long-term success, and RightCapital is committed to your growth! The Activities can indicate which clients are engaged throughout the year, as well as highlighting clients who may need an extra nudge or phone call to be sure they are on track with your advising and are retained as clients.
Client Settings:
On the client side, each client portal will have options to adjust the login email, change passwords, and enable multi-factor authentication. These features can be accessed in the Gear Icon > Security tab. The Client Portal > Gear Icon will allow clients to adjust budgeting details, notification settings, and view RightPay payment details:
Client Vault:
The client can access their private and shared vault folders by clicking the Folder icon on the upper right corner of their screen. For additional information on the vault feature, click here.
Managing Client Access:
At any point, client access to the financial portal can be removed. Additionally, advisors can help clients reset their passwords or do two-step verification as needed. To perform any of these actions, choose that client from your Clients list, navigate to the Client Access tab, and click the 'Manage' button next to their email address:
Click the links below for more detailed walkthroughs on:
RightCapital provides talking points that highlight how a financial portal can improve your clients' lives. When clients understand the benefits of their portal, they have higher acceptance rates, allowing you to do more planning in less time. Use the talking points below to add value during conversations introducing clients to their financial portals.
With the client portal, clients can check their finances on the go. They can breathe a sigh of relief when the market fluctuates and their long-term goals are still funded. 24/7 access decreases panicked calls to your office and allows you to coach your clients on what they should look for in their financial picture.
Using the client portal enables your clients to put all their finances under one roof. Seeing their funded accounts alongside the probability of success, and cash flow projection helps you gain the big picture view, even on assets held away.
If your client wants to go deep into their finances, great. However, if they want to know their Probability of Success or if they have enough cash in their emergency fund, that’s right on the dashboard with easy access. It’s simple to use, easy to access, and one of the first things they’ll see when accessing their portal.
An often overlooked benefit of the client portal is the collaboration it reinforces between the client and yourself. The client portal provides a solution to confusing interactions where arbitrary numbers are gathered from different sources. When using the client portal, you are both on the same page, looking at the same data, making a coherent and agreed-upon decision.
Many advisors have raved about the client portal app as it reaches a broader set of their client base, engaging clients through the day and week as they check in on their finances from the comfort of their smartphone. The app presents all the client portal information in a way that is even easier to engage on the go.
Seamless communication between you and the client. Need something done? Create a task for yourself or your client. Client need something from you? They can create a task for you to complete. Tasks are funneled through the client portal and tracked by the advisor. They can send push notifications to the mobile app or email to notify the client of your objectives. Additionally, many advisors use tasks so their clients can visualize/quantify all the work they do for them!
Files are often exchanged over email. They got lost, deleted, or it becomes difficult to know which file is the most up-to-date.
You and your and clients can upload files for each other to access. For instance, you could create a task for them to upload important files (tax returns, pay stubs, account info) for you to process on your schedule.
Inviting Your Client Error Messages
You may receive one of the following error messages when inviting a client: "The invitation email was not sent to the client since invitation emails are suppressed for your firm." or "The invitation email was not delivered to the client as we are not authorized to email this client on your behalf." This indicatesthat your email domain's owner/IT Team has published a policy that either discourages or forbids unauthorized email senders (including RightCapital) from sending emails on the advisor's behalf. This results in the invitation emails being unable to be delivered to the client. Please reach out to your team to address this issue. An example of an error message is provided below.
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For additional assistance within RightCapital please contact our Support team.
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