RightCapital Financial Planning Software Announces Partnership with Independent Financial Group

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Independent Financial Group selects RightCapital as a preferred planning and technology solution.

Both RightCapital and IFG are known for being innovators, priding themselves on being agile and adaptable.

RightCapital, a next-generation financial planning tool that provides advisors with the ability to create custom, comprehensive financial plans today announced its partnership with Independent Financial Group LLC, a comprehensive independent broker dealer committed to the support, success and independence of their financial advisors and their clients. Through this partnership, IFG selects RightCapital as a preferred planning and technology solution.

RightCapital and Independent Financial Group share many of the same attributes as forward thinking, innovative, and fast-growing organizations. In fact, both companies are the fastest growing in their respective spaces, which ultimately helped the organizations realize the benefits of partnership.

“We are thrilled to partner with Independent Financial Group,” says Shuang Chen, CEO and Co-Founder of RightCapital. “Both RightCapital and IFG are known for being innovators, priding themselves on being agile and adaptable. We feel this partnership will highlight our shared values and help continue to lead IFG advisors to continued success.”

Along with preferred vendor status, the partnership will allow the two organizations to innovate together, with future joint product development projects on the horizon.

“IFG continuously strives to create new and innovative ways to support advisors in the delivery of truly independent financial advice,” says Michael Watson, Vice President of Wealth Management at Independent Financial Group. “Helping advisors maximize the amount of time they are able to spend meeting with clients and growing their practices is always top of mind for us. Our partnership with RightCapital provides IFG advisors with an efficient financial planning solution that helps broaden the scope of services they offer and clients they serve.”

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.

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

IFG serves the needs of independent financial advisors nationwide. Renowned for their first-class customer service, the company specializes in individual wealth management and institutional retirement plan solutions for their financial advisors. lFG’s corporate office now supports more than 650 independent registered representatives across the country. IFG has been named locally by the San Diego Business Journal as one of San Diego’s Fastest-Growing Private Companies for the 10th consecutive year and won acclaim in 2006 with their #I rank on the list. The company has also achieved Inc. Magazine’s Honor Roll status for multiple consecutive mentions on their annual Inc.500|5000 list. Their notable success has been recognized in numerous financial services industry publications. In 2017, IFG scored the #1 ranking in Wealth Management Magazine’s Independent Broker–Dealer Report Card for Overall Broker-Dealer Satisfaction; as rated nationwide by their affiliated financial advisors in multiple categories and in 2018, was awarded Wealth Management Magazine’s Industry Award in the category of Social Responsibility & Diversity. For more information on the firm, visit http://www.ifgsd.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; rigorous and robust calculation engine that generates accurate results quickly. For more information visit, http://www.rightcapital.com.

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