RightCapital is our cutting cutting edge financial planning platform. Together we’ll craft your personalized financial plan that you can access any time, with real-time account balances and updated retirement projections. We’ll also share documents and keep track of important tasks that need to be completed to implement your plan.
Use our financial planning portal to:
- View your dynamic financial plan and track your net worth;
- Link new financial accounts to add them to your plan;
- Upload documents to us securely using the document vault; and
- Review and complete financial planning tasks assigned to you (or us).
We’ve chosen TD Ameritrade Institutional to provide qualified custodial services for Entelechy client accounts. This means TD is responsible for safeguarding your accounts and all assets held within them, acting as an independent third-party that stands between your money and your financial advisor.
Use TD’s online portal to access:
- Real-time account balances and position values;
- Monthly account statements;
- Account transaction history and trade confirmations; and
- Important tax documents related to your investment accounts.
We’ve offer a dynamic web portal to clients that provides additional functionality beyond TD Ameritrade’s user interface.
As an investment management client, use our investment portal to access:
- Dynamic performance reports with data updated daily;
- Downloadable PDF reports & market commentary; and
- Detailed holdings and transaction information.