RightCapital updates
RightCapital updates
www.rightcapital.com

Account Aggregation upgrade

 

Improvement

 

 

We have implemented some significant changes to the account aggregation process. When clicking the 'Link Account' button clients will now be presented with a new interface designed by our aggregation partner, Yodlee. This interface features:

  • A smooth three-step flow for selecting a site, entering credentials, and reviewing accounts
  • A more robust search engine to make it easier to find the correct site
  • Site-specific instructions and prompts for multi-factor authentication

We hope these updates improve the aggregation experience for you and your clients!