🗓️ Free tomorrow, 12/10 at 1 pm ET? Join our webinar with XYPN where we'll explore how advisors can make the most of RightCapital's risk assessment tool, RightRisk. The session will cover how to: 👉 Develop Customized Risk Questionnaires: Create personalized risk assessments that suit each client’s unique financial situation 👉 Understand Risk Visually: Dive into essential visual tools that enhance your clients' understanding of risk, making complex concepts easier to grasp 👉 Evaluate Risk Across your Business: Easily manage and analyze risk tolerance for your entire book of business Register here: https://r.cpt.al/6D4SzDW
RightCapital
Financial Services
Shelton, Connecticut 6,293 followers
Right Plans for Real People
About us
RightCapital’s mission is to create Right Plans for Real People. RightCapital is used by thousands of financial advisors to grow their practice and set their clients on the path to financial success. Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors. Our modern, intuitive features make the financial planning process a breeze. From interactive retirement scenarios and tax-efficient distribution to insurance evaluation, student loan management and estate planning, we simplify the complexity of financial planning so anyone can understand how to plan for their future. For more information visit RightCapital.com. Book your 20-min demo today and get a 14-day free trial at www.rightcapital.com.
- Website
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https://www.rightcapital.com
External link for RightCapital
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Shelton, Connecticut
- Type
- Privately Held
- Founded
- 2015
- Specialties
- Financial planning, Retirement planning, Tax-Efficient Strategies, Social Security Optimization, Budgeting Tools, Student Loan Management, Estate Planning, and Insurance Needs Evaluation
Locations
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Primary
Get directions
1 Enterprise Dr
Shelton, Connecticut 06484, US
Employees at RightCapital
Updates
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📺 Catch up on RightCapital's updates from November, featuring our Customer Learning & Development Consultant, Daniel Squicciarino: ↪️ Navigation Enhancement ↪️ Balance Sheet Updates ↪️ Expanded Client Presets ↪️ Ability to Move Multiple Vault Items ↪️ Risk Assessment Score Added to Table
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🆕 Success Story! Katherine Fox, CFP®, CAP®, of Sunnybranch Wealth is deeply committed to demystifying the intricate financial situations of current and future inheritors. Katherine’s clients are typically comfortable with technology but are learning how to manage their finances on-the-fly. Read on to learn how Katherine uses RightCapital to provide a range of insights that her clients can easily understand and put into action, without inundating them with too much information or overcomplicated reports: https://lnkd.in/eJFUp7vV
Why This Advisor Switched Software to Simplify the Complicated Financial Situations of Inheritors
rightcapital.com
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Are you ready to make Medicare planning easier for your clients *and* for you? Here's Alexus Rogers with a preview of our Medicare module. Check out the full blog to dive deeper: https://lnkd.in/e6BsazHM
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🗓️ Join us tomorrow at 1 pm ET for a webinar uncovering the role that behavioral finance can play in your financial planning process. The webinar will explore: • The impacts of behavioral finance • How to apply Dual Process Theory to client decision-making • How to leverage behavioral insights for stronger client engagement Register 👉 https://lnkd.in/g_7F7Y6j
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Behavioral finance provides important insights into how emotional factors can significantly influence financial decisions, such as investments, risk management, and personal debt. Join us this Wednesday for a webinar exploring: • The impacts of behavioral finance • How to apply Dual Process Theory to client decision-making • How to leverage behavioral insights for stronger client engagement Register 👉 https://lnkd.in/g_7F7Y6j
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Let's get back to basics. Here's Daniel Squicciarino on how you can compare different Social Security filing strategies and calculate optimal strategies within RightCapital: