Advyzon and RightCapital announce strategic partnership and deepen integration to enhance client experience

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The integration now provides clients with single sign on capabilities and automatic access to financial plans

"Deepening the RightCapital integration with Advyzon’s all in one platform truly enables advisors to streamline the financial planning process," said Shuang Chen, Co-Founder and CEO of RightCapital.

RightCapital, a next-generation financial planning tool that provides advisors with the ability to create comprehensive financial plans, announced today they have enhanced their technology integration and partnership with Advyzon, an all-in-one, cloud-based financial advisor technology platform. The collaboration allows RightCapital to become a strategic platform partner for financial planning for Advyzon customers.

“RightCapital has long been a technology we’ve admired,” said Hailin Li, Founder and CEO of Advyzon. “This integration and partnership is a great benefit to our mutual clients, and we’re looking forward to continuing to enhance these capabilities.”

The enhanced integration provides single sign capabilities from Advyzon to RightCapital. Upon sign in, advisors will be able to automatically open financial plans and which will populate with key client information including household and account holding information and will be updated on a daily basis. The enhanced integration greatly reduces the time needed to create a financial plan and facilitate the financial planning process for advisors.

“Deepening the RightCapital integration with Advyzon’s all in one platform truly enables advisors to streamline the financial planning process,” said Shuang Chen, Co-Founder and CEO of RightCapital. “As innovators in the fintech space, we are excited to see what the future holds for Advyzon and RightCapital.”

RightCapital and Advyzon will be partnering on a live webinar on November 20th, 2019 at 1:00 pm EST to discuss the details of the enhanced integration as well as the benefits it brings to financial advisors. Sign up here to learn more https://info.rightcapital.com/advyzon-rightcapital-partnership

Advisors interested in a demo of the RightCapital platform can call (888) 982-9596 or email sales@rightcapital.com.

For more information on Advyzon, please visit http://www.advyzon.com.

About Advyzon
Advyzon is a Chicago-based advisor technology platform founded in 2012. Led by a dedicated and committed team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors, Advyzon is 100% cloud-based and includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence. By providing all the key capabilities a firm needs to grow their business profitably, Advyzon helps advisors streamline their operations so they can focus on growing their practice. Please visit http://www.advyzon.com to learn more.

About RightCapital
After 15 years of 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; rigorous and robust calculation engine that generates accurate results quickly. For more information visit, http://www.RightCapital.com.

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