Single Sign-On (SSO): AssetMark

What is a Single Sign-On?

A Single Sign-on, commonly referred to as an SSO, is an authentication method that enables you to securely access multiple applications (AssetMark's eWealthManager & RightCapital) with a single set of credentials. Once you have been authenticated by logging into AssetMark's eWealthManager, you can securely access RightCapital software without having to re-enter your credentials. This saves you time and creates efficiencies as you cycle between your financial technologies. For Information about the AssetMark Integration please click here.

Accessing through Single Sign On (SSO)

1

In AssetMark’s eWealthManager > Client Dashboard area advisors can click the button to ‘Access RightCapital’.

2

The first time an advisor clicks the RightCapital button they will be asked to agree to the terms of service. They will then enter the subscription information that was given to them by their AssetMark Consultant.

3

After the advisor is subscribed, they will then be brought directly to their RightCapital Advisor Portal.

RightCapital is committed to enabling your success. Each week, we set aside time to cover important updates and host a Q&A with the product team, giving you a direct line of access to the experts behind the curtain. Visit the Upcoming and Most Recent Webinars area to register today!

Also, be sure to check out the Getting started guide and our YouTube channel for more!

For additional assistance leveraging the eWealthManager Single Sign-on in RightCapital please contact Support.