RightCapital
Curated by SignalWealth management software suite streamlining financial planning for advisors.
Overview
RightCapital is a wealth management software suite aimed at improving operational efficiency for financial advisors and wealth managers. The platform incorporates a range of fintech tools, including customer relationship management (CRM) functionalities, portfolio management, performance reporting, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. It primarily targets financial advisors, especially those forming Registered Investment Advisor firms, and addresses the challenges associated with financial planning through offerings such as interactive retirement planning and tax-efficient distribution strategies. RightCapital facilitates real-time data aggregation and includes compliance features, which may assist advisors in delivering personalized client advice and enhancing operational efficiency.
Key facts
- Founded
- 2015
- Headquarters
- New Haven, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 7 products and services
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Contact
- Primary office
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Open roles
5 rolesSales Development Representative
Shelton, CT · On-site · Volunteer
Sales Development Representative
Shelton, CT · On-site · Volunteer
Legal Operations Manager
Shelton, CT · On-site · Full-time
