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RightCapital is our cutting cutting edge financial planning platform.

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).
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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.
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We’ve chosen Charles Schwab to provide qualified custodial services for Entelechy client accounts. This means Schwab 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 Schwab’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.
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We’ve partnered with Capitect to offer a dynamic web portal to clients that provides additional functionality beyond the TD Ameritrade / Charles Schwab 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.
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We’ve partnered with TaxDome to create a custom hub for our tax preparation work together.

Use our tax portal during tax season to:

  • Review & sign your tax preparation engagement letter;
  • Complete your tax organizer; and
  • Upload all of your tax documents.
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