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Client Page

Rightcapital​

RightCapital is the core of our relationship. View your profile and plan.

Client Page

AdvisorClient

Log in to TD Ameritrade

Client Page

AdvicePay​

AdvicePay is the billing software used if you don't pay out of your investment accounts.

Client Page

Charles Schwab

Log in to Charles Schwab

Client Page

Capitect

For investment clients, Capitect allows you to see holdings and performance for your accounts. It also allows you to see invoices if you pay out of your investment accounts.

Client Page

Calendly

Use this link to schedule a check-in meeting