Client Technology Suite
Access your financial plan, portfolio custody, estate documents, billing, and scheduling portals in one secure location.
RightCapital
Financial Planning Portal
Interactive financial planning dashboard to track net worth, retirement projections, tax strategies, and cash flow in real time.
Altruist
Investment & Custody
Secure investment platform to view holdings, portfolio allocations, monthly statements, and tax documents.
Trust & Will
Digital Estate Planning
Create, update, and manage state-specific wills, trusts, healthcare proxies, and powers of attorney online.
AdvicePay
Billing & Subscriptions
Manage your flat-fee advisory agreement, update payment methods, and review invoices on an SEC-compliant portal.
MoneyMindEQ*
Coming SoonMoney Mindset Assessment
Understand the emotional engine behind your financial choices, reveal your primary archetype, and align your wealth strategy with your core values.
*Developed & co-founded by Kevin C. Feig, CFP®, CFT™, CPA/PFS, CFE, to help individuals discover behavioral insights to improve their wealth.
Calendly
Direct Calendar Booking
Schedule your financial review, tax strategy check-in, or behavior coaching session directly on Kevin's calendar.