RightCapital provides cutting edge financial planning solutions enabling financial advisors to penetrate Gen X/Y as well as mass affluent markets and deliver financial planning services efficiently and profitably. Our solution promotes interaction and collaboration between advisors and clients to solve complex planning problems.
RightCapital strikes a great balance between ease of use and delivering great value to clients. Advisors can create a basic financial plan in just 10 minutes! At the same time, RightCapital enables advisors to differentiate their services by illustrating the value of planning via innovative features such as tax efficient retirement distribution strategies, annuity planning, and debt management.
RightCapital enables advisors to efficiently and profitably grow their business by incorporating financial planning into their practice, allowing them to attract more prospects and deliver more value to their clients.
One advisor was very frustrated by a complex financial planning software which felt overwhelming to him and where a prospect was struggling to understand what they were looking at. The advisor was testing RightCapital as part of a free trial and he shared some of the output with the prospect. He was able to use the innovative tax efficient distribution strategy to illustrate a $1mm savings in taxes and eventually closed this $10mm client.
Shuang Chen, CEO