This seminal technology integration between innovative, next-generation technology tools will provide advisors with the latest in financial planning and wealth management abilities.
LOS ANGELES (PRWEB) May 22, 2019
Capitect, an innovative advisor technology platform, and RightCapital, a next-generation financial planning tool, announced today a new technology integration that will simplify and streamline the data gathering process for advisors. By syncing data across both platforms, advisors will be able to enhance the financial plans they create in RightCapital with the portfolio management and rebalancing tools in Capitect.
“This seminal technology integration between innovative, next-generation technology tools will provide advisors with the latest in financial planning and wealth management abilities,” said Edwin Choi, CEO of Capitect. “With both platforms known for their ease of use, intuitive interfaces and superior client experiences, this combination will enable advisors to truly deliver personalized portfolios integrated with their financial plans, goals and objectives.”
The new integration enables users of both systems to automatically sync client account, balance, and positions data from Capitect to RightCapital, including data from custodian accounts, held-away accounts, and manually entered assets and liabilities.
“Implementing the recommendations from a financial plan entails additional workflows for advisors, thus any opportunity that we can deploy to simplify and streamline that process is a priority for us,” said Shuang Chen, co-founder and CEO of RightCapital. “This new integration with Capitect will go a long way to bringing efficiencies to advisors, while enhancing the experience for clients.”
Founded by a successful advisor, the Capitect platform provides a technology solution to streamline the performance reporting, client billing, and portfolio rebalancing processes through advanced engineering and innovative design. Capitect’s reporting solution is holistic, automated, and mobile-friendly to meet the demands of today’s clients. Going above and beyond simple model portfolios, Capitect enables advisors to deliver personalized portfolios unique to each client’s circumstances, goals and objectives using the advisors’ own investment strategies. Capitect’s complete rebalancing solution includes portfolio construction tools that allow for “infinite drill down” and customization and ongoing rebalancing technology and services. Embraced by leading advisors and integrated with the industry’s leading custodians and technology applications, Capitect’s sophisticated technology is disrupting traditional portfolio management approaches. To learn more, visit us at http://www.capitect.com.
About Right Capital
After 15 years working with financial advisors, RightCapital co-founders Shuang Chen, CFA® and Song Chen recognized how complex many of the industry's leading financial planning software systems have become over time. Founded in 2015, RightCapital was created with the goal of developing next-generation financial planning software that advisors can use to simplify the financial planning experience for their clients with three main goals: an elegant, modern look and feel; interactive, easy to use tools that can be shared by advisors and clients; a rigorous and robust calculation engine that generates accurate results quickly. For more information visit, http://www.RightCapital.com