Client Access
Two client portals work together to support your entire financial life.
Financial Planning
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 through the RightCapital app.
Client Login Need help logging in?
Investment Performance
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 mobile app.
Client Login Need help logging in?
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.