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.
In AssetMark’s eWealthManager > Client Dashboard area advisors can click the button to ‘Access RightCapital’.
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.
After the advisor is subscribed, they will then be brought directly to their RightCapital Advisor Portal.