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.
As a financial planning client, use our online 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.
As an investment management client, 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 partnered with Bridge Financial Technologies to offer a dynamic web portal to investment management 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 performance reports & market commentary; and
- Investment management invoices.