RightCapital Mobile App—Budget, Tasks, Vault Storage, & More

Meet clients where they are: on their phones. With RightCapital’s mobile app, you can foster stronger client relationships and empower clients to view and update finances on the go, in the only true companion mobile app from a financial planning software. Allow clients to leverage the Budgeting tool, Tasks, Dashboard, and the Vault document storage tool. Your clients can monitor their financial well-being while in the pickup line for daycare, on the treadmill, or at the airport gate.

We are thrilled to announce the new RightCapital mobile app where clients can view their entire financial lives on the go.

Let's start with our redesigned dashboard with net worth, probability of success, and accounts that your clients can tap into for more details. Important action items such as unlinked accounts and overdue tasks are front-and-center so your clients can take action.

On the Budget tab, clients can stay on top of their spending and see how they are tracking against their budget goals for the month. Clients can link credit cards and bank accounts, edit transaction names and categories, and view their expenses for different periods of time. They can also search for transactions and set budgets for new categories, all within the app.

Using the Tasks tab, clients can create and assign tasks to themselves, their partner, and their advisor. Clients can also confirm completion of tasks or delete tasks they've created.

Our popular Vault storage feature is now available on mobile. Clients can easily snap photos of documents or upload files to securely share them with advisors. They can also store files for their own use.

Lastly, on the Investment tab, clients can see the overall asset allocation of their holdings or tap into individual accounts.

Schedule your personalized demo today to learn how RightCapital's mobile app can enhance the value of your financial planning services.

The RightCapital mobile app helps your clients:

📊 Review important metrics and accounts on one screen

The Dashboard serves as the home screen when clients open the app. Clients can quickly view their probability of success, total net worth, manage existing linked accounts, and link new ones all in the centralized home screen. They can simply tap to drill down into each account’s details. If there are unlinked accounts or overdue tasks, alerts will display at the top of the screen so clients can take immediate action.

💸 Budget better

The Budget module means RightCapital can reduce clients’ reliance on other expense-tracking apps or manual spreadsheets, and bring them more often to the app with your branding on it. Clients can set budget goals and track their current month’s spending both against their total budget and for specific categories, such as “housing”, “groceries”, or any custom-made categories.

To utilize the budgeting tool, clients can link credit card and bank accounts directly from their phones to import transactions automatically and update them in real time. To help clients better understand their spending habits and stay in control of their budgets, the app provides clear analytical graphs that track monthly spending trends. Clients can set budgets for each category, add new categories for emerging expense trends, and recategorize transactions as needed, all within the app for a seamless, real-time budgeting experience.

☑️ Stay on the same page using Tasks

Communicate more efficiently with clients using the Tasks section. Clients can create new tasks for themselves, a co-client, or the advisor, mark tasks as complete, or delete tasks that they've created. This encourages the client to take more initiative in the planning process and collaborate with the advisor without having to call in or email.

Streamline document uploads to make sharing easier than ever. Clients can easily snap a photo of a document and upload it securely to the Vault, accessed exclusively by the client and advisor. Clients may also upload documents into a private folder for themselves for safe-keeping, replacing the need for a separate file storage app.

🤿 Dive deeper into asset allocation

The Investment tab allows clients to go a step further when analyzing asset allocation. In addition to viewing asset allocation for the entire financial plan, clients can dive deeper in the allocation for each individual investment account.

☎️ Easily connect with you

When clients need to reach you, convenience matters. Within the app’s gear icon (⚙️) , they can quickly find your contact information, making it easy to call, email, or confirm your details whenever they need guidance.

The RightCapital mobile app is free for all but must be enjoyed with an invite to the client portal from a subscribed advisor. It is available for download in the Apple App Store and Google Play. Once clients log in for the first time, they can set the app up to sign in with Face or Touch ID, for even more ease.

To learn more about RightCapital and the enhanced experience you can provide to your clients, schedule a personalized demo with a member of our team.