Client Experience Overview

Enhance Relationships with Tailor-Made Client Experiences

Notable trends in the finance industry have clients embracing virtual interactions and demanding easier, faster, and richer experiences. Empowering clients with access to the client portal provides reassurance and transparency for clients who are searching for additional value and comfort during uncertain times.

Use the following information below to explore the client portal, personalize client access, streamline client communications, and discover virtual onboarding resources.

Invite Clients to Access their Portal

Streamline Data Entry with our Data Collection Template

Review our Client Facing Resources for the Advisor Portal

Explore Client Access and Settings

Elevate your Portal with Custom Branding
Contact Us

For additional assistance within RightCapital please contact our Support team.

Educational Webinars

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RightCapital in Action

Check out our YouTube channel where we highlight Advisor Success Stories and share more Tips & Tricks!