Technology & Client Experience
SCM partners with two best-in-class platforms so that your planning and investment experience is efficient, secure, and accessible — from the first conversation to the last quarterly review.
Custody, account opening, billing, and investment infrastructure.
Altruist is the technology backbone behind your accounts — modern custody with a clean digital experience, fast account opening, transparent billing, and the institutional safeguards clients expect.
Visit Altruist →Financial planning, retirement projections, and client planning tools.
RightCapital powers your plan — interactive retirement projections, tax-aware scenarios, and a client portal that lets you see your full picture whenever you want.
Visit RightCapital →What this means for you
Less paperwork, faster onboarding, more time spent on what actually matters — the plan.
See your accounts, your performance, and your fees in one place, in plain language.
Plan with us in person, by video, or through your own portal — whichever fits your life.
Want a walkthrough of how a client account is set up?
Schedule a Consultation →