We are very excited about bringing a cutting edge financial planning solution to help financial advisors create quality financial plans efficiently.
Charlotte, NC (PRWEB) September 15, 2015
RightCapital, a financial planning software developed to provide high-quality financial planning solutions for financial advisors, has launched today at the XY Planning Network Conference and will be showcased at upcoming industry conferences. Developed by a team of former Wall Street and technology executives, RightCapital is transforming financial planning software through its user interface that reflects the latest in consumer-facing software development, with a focus on clear design and ease of use, while at the same time providing institutional-quality functionality.
RightCapital is web-based software that enables advisors to automate the client information collection process, engage and collaborate with clients to solve problems, explore different solutions, and see results in real time. Its elegant user interface allows advisors to articulate their client’s financial situation and explain their recommendations. A client portal allows clients to log in at any time to review the same information they discussed with their advisor. To support the planning process, RightCapital built rigorous and sophisticated cash flows, tax projections, and Social Security optimization, powered by a proprietary high performance computing algorithm. RightCapital has integration partnerships with industry leaders including Yodlee and Redtail.
“We are very excited about bringing a cutting edge financial planning solution to help financial advisors create quality financial plans efficiently. Demand for quality financial planning solutions is high and we believe our innovative solution will provide a compelling option for financial advisors.” states Shuang Chen, Co-founder and CEO of RightCapital.
RightCapital is available today at RightCapital.com. It provides:
- Highly interactive and collaborative financial planning modules with a client portal
- Integrated retirement, investment, insurance, education and budgeting functions
- Rigorous projection capability of goals, cash flows, taxes and social security optimization
- Account aggregation powered by Yodlee and integration with Morningstar and Redtail.
- High performance computing infrastructure that generates fast, accurate calculations
RightCapital’s broad functionality and ease of use makes it an excellent choice for Gen X/Y focused advisors or any advisor or financial planner looking to improve their relationship with their clients.
RightCapital, based in New Haven CT, is devoted to creating revolutionary software applications that will make financial services more accessible and economical to today’s advisors and clients. Find out more about us at http://www.rightcapital.com.