RightCapital offers a comprehensive financial planning solution designed for financial advisors. Their integration with Redtail allows mutual subscribers to sync contact information from Redtail to RightCapital, where you can then move into the planning area of their application with synced contacts.
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.
RightCapital software was created with three key goals in mind:
-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
Their team has used their extensive experience in product design and technology within the financial services industry to create tools that can help advisors expand their practice and engage their clients.
Watch this recorded webinar to see what RightCapital can offer your office and how to integrate their services with your Redtail CRM.
Click the link below for more information on each of the features covered in the video:
00:06 - Introduction
01:44 - RightCapital Presents
Another webinar presented by RightCapital and Redtail is located here.