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features
design
support

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Description

The Amaiz Accountancy Expert Service is designed to assist you with various inquiries regarding your accounts, bookkeeping, and invoices. When searching for a reliable accountant, recommendations from friends often serve as your best resource. We have already undertaken the necessary work by meticulously selecting, testing, and training our group of accountants, saving you the hassle of conducting your own background checks. Simply inform our Customer Care team that you require accounting assistance, and they will promptly forward your inquiry to our Accountancy Expert Service. Our experts will provide you with the most suitable solutions for your concerns and will respond via email within three working days, ensuring clear communication throughout the process. If you're interested in trying out this service before committing to us, feel free to use the form above to submit your question. We look forward to helping you find the answers you need.

Description

RightCapital's platform simplifies complex financial scenarios, offering clarity, accuracy, and adaptability. It allows you to present various situations, conduct stress tests, and more, ensuring that your clients can envision their ideal lifestyles, such as enjoying mornings on the golf course and afternoons at the beach. By clearly demonstrating how an optimal tax-efficient distribution strategy can save them money, you will facilitate their understanding of withdrawal schedules and Roth conversions. Additionally, you can assist in safeguarding your clients against unexpected events like disability or death by assessing their needs in various circumstances and pinpointing strategies for their success. Leverage our specialized student loan module to compare different payment options, helping clients alleviate their student debt burdens or those of their children. With RightCapital, rest assured that you will receive the clarity, flexibility, and support essential for crafting effective financial plans that truly resonate with your clients' aspirations. Ultimately, your proactive guidance will empower your clients to achieve their financial dreams with confidence.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Addepar
Agility
Altruist
AssetMark
Betterment
Black Diamond Wealth Platform
Blueleaf
Bridge
CircleBlack
Envestnet | Tamarac
FinFolio
Interactive Brokers
Morningstar
N7 Nitrogen
NetX360
Nitrogen
Orion
Pulse
SmartOffice
TD Ameritrade

Integrations

Addepar
Agility
Altruist
AssetMark
Betterment
Black Diamond Wealth Platform
Blueleaf
Bridge
CircleBlack
Envestnet | Tamarac
FinFolio
Interactive Brokers
Morningstar
N7 Nitrogen
NetX360
Nitrogen
Orion
Pulse
SmartOffice
TD Ameritrade

Pricing Details

$5.35 +vat per month
Free Trial
Free Version

Pricing Details

$139.95 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Amaiz

Founded

2017

Country

United Kingdom

Website

amaiz.com

Vendor Details

Company Name

RightCapital

Country

United States

Website

www.rightcapital.com

Product Features

Product Features

Alternatives

Alternatives

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Venmo

PayPal
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