RightCapital is our cutting cutting edge financial planning platform.
Use our financial planning portal to:
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:
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:
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:
We’ve partnered with TaxDome to create a custom hub for our tax preparation work together.
Use our tax portal during tax season to: