RightCapital Inc. make financial planning simply sophisticated. They became so engrossed in the question that they began sketching out designs and building financial models right after they got home that night. After three years of thinking, designing, building (and very little sleep), RightCapital launched their innovative financial planning and tax-aware solution in September 2015. A raft of favorable reviews from industry experts and financial trade publications came flowing in. Today, the much-expanded RightCapital team continues to evolve their product, listening to its users and working to perfect the solution.
"I love RightCapital. I've grown AUM by over $30mm in the last year using the Tax Distribution module. Many people come to me looking to transition to retirement with a …
"Many clients have commented that this is the first time they've ever understood how one piece of their financial life affects the rest. It makes them feel much more confident …
"It has shortened the length of our client meetings, provided more robust financial planning and also concrete outcomes clients have been looking for. The efficiencies this software has provided have …
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