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 o the software are visible. Use the following process to invite clients to access their financial portal and mobile app:
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.
Click on the blue + Add a New Client button.
Enter the client's first name, Last name, and email address.
Click on the blue Invite Client to Input Information. The client will receive your customized email invitation. After they create their RightCapital login, they can start the data entry!
When inviting clients to access their portal, you can view the custom interface you've created for each user. The client access mode allows you to visualize the client portal based on the sections that the client can see.
To view the "Client Access Mode" visit the Advisor Portal > Select the client > click Client Access Tab > choose "Client Access Mode from the "Open Client" dropdown menu.
You can still update information regardless of what the action item permissions are selected.
The live chat support feature is hidden, as to not distract from presentations.
The Settings icon will display information associated with the advisor's access so that you can make changes as needed.
This can be used to present financial plans during in-person meetings or to gain a better understanding of what the client has access to in their customized portal.
Use the Advisor Portal > RightIntel > Activities tab to see any changes clients make to the Profile and keep track of when they access the system.
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.
The client can access their private and shared vault folder by clicking the (...) "more" icon on the upper right corner of the screen and selecting the vault subtab. For additional information on the vault feature, click here.
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.