RightCapital vs Oak Harbor Wealth Partners

RightCapital provides a clear, complete, and simple way for you to view and track your financial life and connect with your financial advisor. The RightCapital app allows your financial advisor to give you the ability to see all of your financial accounts and investments in one place at any time, link accounts, track expenses in the budget module, share documents in the secure vault, and receive notifications on upcoming tasks. It can substantially improve communication between you and your financial advisor.

The Oak Harbor Wealth Partners mobile app gives you secure, real-time access to your financial life — anytime, anywhere. Designed for clients of Oak Harbor Wealth Partners, this app allows you to: • View account balances and performance • Track investments across accounts • Access important documents securely • Communicate directly with your advisory team • Monitor progress toward your financial goals Your financial world — simplified, organized, and always within reach.