We use two secure portals to support your money. One is built for your entire financial life. The other is built for detailed investment performance. Here is how to know which one to use. Login to access your financial life. Our client dashboard is designed to support your ongoing needs with real-time updates to your entire financial life, so you always know where you stand.
F I N A N C I A L P L A N N I N G
See your entire financial life in one place
View all accounts, balances, and net worth
Track spending and budgets across categories
Upload and store documents in the secure vault
See your plan, tasks, and next steps from our meetings
Receive notifications for upcoming tasks or updates
I N V E S T M E N T P E R F O R M A N C E
Track how your investments are doing
See real-time and historical performance
Review holdings, allocation, and transartions
Access quarterly and custom performance reports
View net net with held-away accounts included
Use the secure document vault for reports and statements
We use two secure portals to support your plan. One is built for your full financial life. The other is built for detailed investment performance. Here is how to know which one to use.
See your whole financial life in one place
Use this portal if you want to link accounts, track cash flow and goals, upload documents, or complete planning tasks with our team.
- View all accounts, balances, and net worth
- Track spending and budgets across categories
- Upload and store documents in the secure Vault
- See your plan, tasks, and next steps from our meetings
- Receive notifications for upcoming tasks or updates
Available on web and mobile. For the app, search RightCapital in the Apple App Store or Google Play.
Track how your investments are doing
Use this portal if you want to review performance, holdings, and reports for the accounts we manage.
- See real time and historical performance
- Review holdings, allocation, and transactions
- Access quarterly and custom performance reports
- View net worth with held away accounts included
- Use the secure document vault for reports and statements
Available on web and through our branded mobile app. Search for [Your Firm Name] in the app store.
Which portal should I use?
| What you want to do | Use this portal |
|---|---|
| See your overall financial picture and goals | Financial Planning Portal (RightCapital) |
| Check returns or performance on investments we manage | Investment Performance Portal (Tamarac) |
| Track spending, budgets, and cash flow | Financial Planning Portal |
| Download performance or quarterly reports | Investment Performance Portal |
| Upload tax documents or planning information | Financial Planning Portal |
Click on the institution you would like to access.
OLIO Financial Planning is separate and unrelated to all entities listed above. By clicking on the links below, you'll leave our website and assume total responsibility and risk for your use of the site you are linking to.