Most clients will use the Investor360°® button to access detailed account information and their monthly consolidated statements online. You can also view the Investor360° user guide for more information.
Watch this short video to learn how Investor360° delivers easy online access to your complete financial life.
We strive to make your life easier, and your financial future clearer. One of the tools used to do that is RightCapital. We can assist in creating a personalized financial plan with a holistic approach, allowing you to assess the next steps and the result of different decisions such as paying down debt, investing, and tax strategies.
Watch these short, informative, videos designed to help you understand the six initial steps of data entry. These steps build the foundation for all financial plans within RightCapital.