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Description

DEPTH4 analyzes countless headlines, sparing you the effort of sifting through them. It transforms news into organized macro theses complete with trading strategies, monitors these as new information emerges, and compiles them into SIGNALS, offering real-time insights on which assets are poised for significant movement. Furthermore, DEPTH4 goes beyond current events by forecasting future developments, identifying the complete macro cascade, and revealing what the market has yet to account for, including potential direction, timing, and untapped opportunities, rather than simply providing another news feed. With this proactive approach, investors can make better-informed decisions based on comprehensive market analysis.

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 No 

API Access

Has API Yes 

Screenshots View All

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Screenshots View All

Integrations

Agility No 
Altruist No 
AssetMark No 
Axos Invest No 
Betterment No 
Black Diamond Wealth Platform No 
Blueleaf No 
Bridge No 
CircleBlack No 
Envestnet | Tamarac No 
FinFolio No 
Morningstar No 
Morningstar Advisor Workstation No 
N7 Nitrogen No 
NetX360 No 
Nitrogen No 
Pulse No 
Redtail CRM No 
SmartOffice No 
TD Ameritrade No 

Integrations

Agility Yes 
Altruist Yes 
AssetMark Yes 
Axos Invest Yes 
Betterment Yes 
Black Diamond Wealth Platform Yes 
Blueleaf Yes 
Bridge Yes 
CircleBlack Yes 
Envestnet | Tamarac Yes 
FinFolio Yes 
Morningstar Yes 
Morningstar Advisor Workstation Yes 
N7 Nitrogen Yes 
NetX360 Yes 
Nitrogen Yes 
Pulse Yes 
Redtail CRM Yes 
SmartOffice Yes 
TD Ameritrade Yes 

Pricing Details

$29/month
Free Trial Yes 
Free Version Yes 

Pricing Details

$139.95 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

DEPTH4

Founded

2026

Country

Sweden

Website

depth4.com

Vendor Details

Company Name

RightCapital

Country

United States

Website

www.rightcapital.com

Product Features

Product Features

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