LPL Financial Adds RightCapital Financial Planning Software to its Vendor Affinity Program
RightCapital's solutions are available to the more than 16,000 financial advisors affiliated with the leading retail investment advisory firm and independent broker-dealer.
SHELTON, Conn., April 10, 2019 /PRNewswire-PRWeb/ -- RightCapital, a next-generation financial planning tool that provides advisors with the ability to create custom, comprehensive financial plans, today announced they have been selected to join LPL Financial's Vendor Affinity Program. As a member of the program, RightCapital's solutions are available to the more than 16,000 financial advisors affiliated with the leading retail investment advisory firm and independent broker-dealer.
The Vendor Affinity Program is designed to help advisors reduce the complexity and costs of running their businesses. The program consists of a centralized repository of vendors that have agreed to provide their products and services to LPL advisors at discounted prices. Vendors were selected for inclusion in the program based on advisor experience and their ease of doing business with LPL advisors and have met certain security and compliance requirements.
"At LPL we are committed to offering resources, tools and services that make it easier and more effective for our advisors to manage and grow their businesses," said Andy Kalbaugh, LPL Financial managing director and divisional president, National Sales and Consulting. "With our Vendor Affinity Program, we are able to leverage the firm's scale to directly impact our clients' bottom line and further enhance the value in affiliation with LPL."
In addition to providing key financial planning functions for advisors, RightCapital integrates tax, retirement, investment, insurance, college education funding, and budgeting into a modern client portal that helps advisors deliver "right-fit" financial plans to their clients. The platform helps advisors engage their clients with interactive, detailed illustrative tax forms and other visually intuitive modules that make the planning process less cumbersome and confusing for the average client. RightCapital also offers innovative, tax-efficient retirement income withdrawal strategies, with Roth IRA conversions incorporated, all under a single login.
"We are very excited to be included in LPL's Vendor Affinity Program," said Shuang Chen, co-founder and CEO of RightCapital. "We are confident our financial planning tools can help LPL advisors engage prospects and streamline the wealth management and financial planning process for their clients."
Advisors interested in a demo of the RightCapital platform can call (888) 982-9596 or email sales(at)rightcapital(dot)com.
ABOUT RIGHTCAPITAL, INC.
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; rigorous and robust calculation engine that generates accurate results quickly. For more information visit, http://www.RightCapital.com.
MEDIA CONTACT
Anne Laffin
RightCapital, Inc.
(203) 533-4193
anne(dot)laffin(at)rightcapital(dot)com
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SOURCE RightCapital
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