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The RightCapital Mobile App is Here!

Posted by Anne Laffin on September 24, 2018

Now your clients can access their finances anytime, anywhere.

RightCapital is excited to announce the launch of the industry’s only native financial planning mobile app today at XYPN Live 2018!

  We are now the only financial planning company to have a true mobile app for your clients. The new RightCapital app, available for iPhone and Android allows your clients to access their finances on the go.

They will be able to:

  • Link their accounts and view balancesmobile image
  • Review their budget and categorize transactions
  • View their probability of success
  • Receive notifications regarding upcoming tasks
  • And more!
Your clients can download the app from Apple’s App Store or Google’s Play Store. But before they do, make sure:  
  • You’ve added and invited your client to the client portal
  • They’ve set up their account 

Your client’s access to features in the app will mimic what has been set up by you on the RightCapital platform.  

If your client wants to download the app, they should follow these instructions:

App Store

  • Go to App store
  • Search for RightCapital
  • Click the blue Get button 
  • Click the blue Open button 
  • Insert login information when prompted 

Google Play

  • Open the Play Store
  • Search for RightCapital
  • Click the green Install button
  • Click the green Open button when installation is complete

Note: Icon will appear as RightCapital on the menu screen of their phone.

 

Want more information on the features and functionality of our app?  Schedule a demo to learn more or download our guide.

Schedule Demo Here

Topics: Practice Management

Written by Anne Laffin