Modern tools. Real clarity. No clunky portals.
Working with Aequitas means a different experience from day one. Here's a quick walkthrough of the two platforms you'll actually use as a client — and why we chose them.
RightCapital — your living financial plan
RightCapital is the planning platform that powers every Aequitas engagement. Instead of a 60-page binder you read once and shelve, you get an interactive plan you can open anytime — on your phone, your laptop, or together with us on a call.
Live financial plan
Your full picture — cash flow, retirement, tax projections, insurance, estate — updated in real time, not buried in a static PDF.
Transparent assumptions
Every projection shows the assumptions behind it. You can change them yourself and see the impact instantly.
One secure login
Link your accounts once. Balances, budgets, and net worth refresh automatically — on web or mobile.
Altruist — where your investments live
For clients who choose investment management, your accounts are custodied at Altruist — a modern, independent custodian built for fiduciary advisors. You get a clean dashboard, transparent reporting, and the same SIPC protections you'd expect from any major custodian.
Modern portfolio dashboard
Holdings, performance, and fees in plain English. No clunky statements, no hidden line items.
Independent custody
Your assets are held at Altruist, an independent SEC-registered custodian and member of FINRA/SIPC. We never take possession of your money.
Bank-grade security
Multi-factor authentication, encryption in transit and at rest, and 24/7 fraud monitoring on every account.
What to expect as a client
- 01
Secure onboarding link
After our engagement starts, you'll get a single secure link to set up your RightCapital login and connect your accounts.
- 02
Your plan, built with you
We build the first draft of your plan together on a shared screen. You'll see every assumption and approve it before anything is finalized.
- 03
Ongoing access
Your plan stays live. Update a goal, run a what-if, or check progress whenever you want — no need to email and wait.
- 04
Optional: investment management
If you'd like us to manage investments, we open accounts at Altruist on your behalf. You stay the legal owner; we have authority to trade and report.
Want to see it in action?
On your free Intro Call we can share our screen and walk you through RightCapital and Altruist live — no commitment.
Schedule Your Intro Call