Your Wealth, Securely Within Reach

Introduction to the Advyzon Client Portal - Providing Access and Security

At Lightcap Financial, we believe you shouldn’t have to choose between security and accessibility. That’s why we’re introducing the Client Portal powered by Advyzon - a platform that makes managing your investments both simple and secure.

Advyzon safeguards your information with advanced encryption and SEC-compliant storage while leaving your money safely held by our Custodians, Charles Schwab and Interactive Brokers, offering protection through SIPC coverage and FDIC insurance for certain investments or transactions. Through secure integration, you can view updated account information anytime, without compromising protection.

Portal Login on the Lightcap Financial website

What You’ll Find Inside

The Client Portal is designed with four core pages:

Home

A snapshot of your portfolio with charts, performance summaries, asset allocation, and advisor contact info.

Accounts

Use the “Filter” to see managed accounts and to generate and export detailed reports, including Performance, Gain/Loss, Transactions, and more.

Documents
Access monthly statements and securely upload or share personal files with your advisor.

Integration

A direct link to Partners for additional account management.

Additional features include a To-Do List for Advisor requests; Notifications to track updates; and Settings to manage your profile, passwords, and to log-out.

The portal is also available as a mobile app, giving you secure access on the go.

MoneyGuidePro Integration

A highlight of our Client portal is the integration of your personally crafted MoneyGuide Plan. Offering a wholistic approach to your finances, MoneyGuide is a tool our advisors use for long-term financial planning, providing you goals and guidance for your comprehensive wealth management. Learn more about this tool in our upcoming blog.

Login today to explore the Client Portal - or reach out to us if you’d like help getting started.