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 new client

Topic-specific plans
Deliver a topic-specific financial plan that quickly addresses the prospect’s most glaring financial planning concerns, such as Retirement or Social Security, allowing the advisor to instantly showcase value in the planning process. 

Minimal client inputs
With only 2-3 steps per module, a prospect can fill out required fields in a matter of minutes. Quickly deliver a focused plan with limited client onboarding.

Convert to comprehensive plan
At the click of a button, turn a RightExpress plan into a full RightCapital plan, creating a smooth onboarding experience. Simply add in any missing plan info to map out the client’s full financial picture and start your new client relationship.