RightCapital
HQ Address
1 Enterprise Dr, Shelton, CT 06484, United States
Website Address
Business introduction
Financial planning software done right
Easy-to-use software with powerful tools to simplify planning, enhance client engagement, and help advisors scale efficiently
A financial planning solution that simplifies the complexity
RightCapital's easy-to-use and powerful financial planning software is built to simplify planning, enhance client engagement, and help advisors scale efficiently. Our features and support will help you advance your practice and grow your business. Together, we can build a clear game plan to help your clients achieve their financial goals.
Right plans for real people
RightCapital’s mission is to create right plans for real people. Founded in 2015 by Shuang Chen and Song Chen, the two brothers joined their respective expertise in financial products and technology to reimagine the stagnant financial planning solutions of the past. Today, RightCapital is used by thousands of financial advisors to grow their practice and set their clients on the path to financial success.
RightCapital Solutions
RightCapital
Planning features: Dynamic Retirement Planning Thoughtful Tax Planning Asset Allocation Review Streamlined Risk Assessments Business Planning Social Security Optimization Retirement Income Analysis Estate Planning Insurance Needs Analysis Debt Management Account Aggregation RightPay® Integrated Client Billing Client Portal and Mobile App ...
business needs
view solutionRightExpress™
Tailored financial plans to meet your prospective client's needs Focused financial plans - Customize your prospecting template, gathering a few key pieces of information Demonstrate value - Immediately deliver value with a preliminary financial plan to the prospect One-click onboarding - Easily transition a RightExpress plan to a full plan, seamlessly onboarding your......
business needs
view solutionRightFlows®
Scale financial plan implementations with ease Client collaboration - Assign tasks to your clients within a workflow Centralized dashboard - See where each client's plan stands and their next steps Consistency and flexibility - Ensure consistent planning processes are followed RightFlows dashboard RightFlows' kanban-style dashboard provides advisors with a summary view of the workflows. Advisors......
business needs
view solutionRightIntel®
Stay on top of your business metrics and client needs Dashboard - See a visual summary of your key business metrics in one place Client overview - Analyze clients by various attributes, insurance types and activities Opportunities - Anticipate client needs based on cash on hand, debt, key events and more RightIntel dashboard See a......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Data Management & Analysis
RightRisk™
View, compare, and analyze client risk scores to help balance each household's risk tolerance Streamlined - Incorporate risk assessment as part of the holistic financial planning process Customizable - Use the default Grable and Lytton risk assessment or create your own Cost Effective - Included with our Premium or Platinum subscription Household risk summary See......
