Client Technology

Need to access a system but can’t remember which one? See below or contact us if you need assistance!

Ongoing Planning Software & Investment Platforms

 

  • Financial Planning Software
    Want to see your balance sheet (assets and liabilities) and your overall net worth? Want to see the probability that your plan will be successful? Our financial planning software, RightCapital is the place to go.

  • Investment Management Platform
    Curious to see how your investments are performing? How much you have invested, or how much you have taken out? What you have paid in fees? Our in Investment platform, Betterment, will allow you to do all of this and more.  Click here to log onto Betterment.

 

 

  • 401k Plan Platform
    For our 401k plan clients who may be looking to see their retirement account balances, change a contribution amount, or change a beneficiary. Click here to access Vestwell’s Portal.

 

Information Transfer 

  

  • Secure File Transmission
    A secure way to share sensitive information like statements or tax returns. Click here to securely upload your files.

    Scheduling

     

      

    • Scheduling Software
      For existing clients of Lake Road Advisors, click here to schedule our next meeting at a time that works best for you.