RightCapital
RightCapital offers a comprehensive financial planning platform that simplifies the process for advisors and clients, featuring tools like interactive planning, tax strategies, and a client-facing mobile app.
Financial Planning Platform Overview
RightCapital offers a financial planning platform designed to simplify the financial planning process for advisors and clients. The platform includes features like interactive retirement planning, tax-efficient strategies, and insurance needs evaluation. It aims to provide a comprehensive toolset for financial advisors to better serve their clients’ needs.
RightCapital Mobile App
RightCapital provides a client-facing mobile app that helps clients manage their financial lives on the go. This app allows users to access their financial plans, view updates, and communicate with their advisors, providing a convenient and efficient way for clients to stay engaged with their financial planning.
CRM and Custodian Integrations
RightCapital integrates with various CRM systems, custodians, and performance reporting tools. These integrations are designed to streamline the financial planning process, making it easier for advisors to manage and synchronize client information across different platforms, thereby enhancing operational efficiency.
Innovative Financial Planning Tools
RightCapital includes several innovative tools such as RightPay®, RightIntel™, and RightFlows™. RightPay® is an integrated payment solution for fee-for-service financial planning. RightIntel™ provides business intelligence that helps financial advisors manage and grow their practice. RightFlows™ is a workflow tool designed to help financial planning firms manage tasks and client interactions efficiently.
Secure Client Portal
RightCapital offers a secure client portal for sharing financial plans and documents. This portal ensures the safety and confidentiality of client information while providing easy access to important financial documents and plans, facilitating better communication and transparency between clients and advisors.
RightCapital Free Trial
RightCapital provides a 14-day free trial for new users to explore the platform's features. This trial period enables potential users to experience the platform's capabilities firsthand, helping them make informed decisions about adopting RightCapital's financial planning solutions.