“We are confident our robust platform integration will help advisors using Morningstar Office Cloud streamline the financial planning process and deliver differentiated value for their clients.”
SHELTON, Conn. (PRWEB) May 09, 2019
RightCapital, a next-generation financial planning tool that provides advisors with the ability to create custom, comprehensive financial plans today announced a new integration with Morningstar, a leading provider of independent investment research. RIAs who use RightCapital to help their investor clients with financial and tax planning will now be able to pull in daily account information and holdings data through Morningstar Office Cloud – allowing advisors to work more efficiently and deliver real-time information to their clients.
"With this integration, advisors will have current data on their clients’ entire portfolio to inform their financial planning process. By aggregating and reconciling the data in Morningstar Office Cloud every day, advisors can respond quickly to client life events and market changes. By integrating with RightCapital, we are helping advisors pursue the best outcomes for their clients.” said Dermot O’Mahony, head of software products at Morningstar.
RightCapital's financial and tax planning software helps advisors create robust retirement plans using advanced Monte Carlo simulations, optimize Social Security, offer tax-efficient drawdown strategies and Roth conversions, and manage their clients' tax liabilities, budgets and debt pay-off strategies. The new integration will help advisors save valuable time and streamline their workflows by automatically updating client data and account values in RightCapital's platform from Morningstar Office Cloud.
“We are thrilled to deepen our relationship with an industry leader like Morningstar,” said Shuang Chen, co-founder and CEO of RightCapital. “We are confident our robust platform integration will help advisors using Morningstar Office Cloud streamline the financial planning process and deliver differentiated value for their clients.”
Advisors interested in a demo of the RightCapital platform can call (888) 982-9596 or email sales(at)rightcapital(dot)com.
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.