Our Best Practice Partner webinars provide you an opportunity to either 1) familiarize yourself with tech solutions you may not currently be using that could benefit your office or 2) take away valuable insights about how you can best utilize the integration points between Redtail and other solutions providers you currently use.
RightCapital is an innovative financial technology company. Founded by Wallstreet executives, RightCapital has the vision to provide the next generation financial planning solution that enables financial advisors to engage their clients in the planning process. RightCapital’s financial planning solution is highly interactive, designed to promote collaboration. The comprehensive features of RightCapital enable advisors to serve baby boomers and High Net worth clients effectively. The sleek design and ease of use also makes the solution a great tool for advisors to engage and serve younger generations
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