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Integrations

RightCapital

RightCapital leverages technology to make financial planning easy for advisors and their clients, resulting in greater efficiency, stronger relationships, and business growth.

Last updated: 03-26-2024

Interactive, easy-to-use technology
  • Intuitive design means less time creating financial plans and more time spent with clients.
Clear, engaging visualization
  • Drive home the dollar impact and value of your retirement, insurance, and tax-planning recommendations.
Flexibility to match your clients’ needs
  • Provide plans ranging from a simple goal-based plan to complex ones with multiple inputs.
Consolidated digital workflows
  • Onboard your clients and manage payments through the RightCapital portal.