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Rightcapital​

View your plan, vault, and net-worth.

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Calendly

Use this link to schedule a check-in meeting

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AdvicePay​

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

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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.

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