Here's what's new this week at RightCapital: ⏩ Ability to Save Reports in the Vault ⏩ Detailed Rent Schedule
RightCapital
Financial Services
Shelton, Connecticut 5,777 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
1 Enterprise Dr
Shelton, Connecticut 06484, US
Employees at RightCapital
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Derek Stangle
Vice President, Marketing @ RightCapital | Advisor | Investor
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Richard Massella
Executive Leadership | Operations, Sales & Business Development
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Chi Lam, CFP®, ChFC®, RICP®
Strategic Consultant to Financial Advisors
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Jasmine Carnell
Systems Nerd | Passionate Puzzle Solver | Data Obsessed
Updates
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🤹♂️ Tired of juggling too many systems? In our latest advisor success story, we explore the journey of Michael C. Whitman, MBA, CFP®, who proactively reviewed his tech stack and consolidated his tech stack shortly after launching his own RIA, Millennium Planning Group, LLC. Michael revamped his client onboarding process and simplified his own life while also saving a whopping $8,400 a year in tech expenses. Read on to see how he does it all by focusing on RightCapital and SEI: https://lnkd.in/eZQ6KfXE
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📺 Watch as Alexus Rogers, Customer Relationship Lead, creates an annuity model with ease, which can be used when entering existing annuities and when proposing annuities:
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Honored to top the list of all financial planning platforms in the latest Ezra Group, LLC WealthTech Integration Scores report. This rating assesses industry technology vendors’ integration networks based on depth, breadth, and usability. Thank you, Ezra Group & Craig Iskowitz for conducting this important research and for recognizing our team's efforts to connect advisors with the wonderful integration partners that they use every day!
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We love a good trend…have you hopped on the trend of using RightCapital’s onboarding templates to streamline your processes? [Featuring Alexus Rogers, our Customer Relationship Lead]
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📣 Join us this afternoon at 1 p.m. ET for a special CE-credit webinar with Financial Experts Network and Wade Pfau, Ph.D., CFA, RICP, covering: 👉 Different tax advantages available in the tax code, and how to create tax diversification as a foundation for retirement 👉 Tax-efficient retirement distributions, including effective marginal tax rate management, strategic Roth conversions, and long-term capital gains harvesting 👉 How more tax-efficient retirement distributions using strategic Roth conversions can significantly extend retirement portfolio longevity 👉 Illustrating and modeling the Roth conversion strategy in RightCapital's financial planning software, and more! Register now: https://bit.ly/3YES38o
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⏰ 🦋 Time flies when you're making this many product enhancements. If you want to catch up on what RightCapital's been doing all year, this is the webinar to join: Register 👉 https://lnkd.in/eUfz-Kbt