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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Send invoices that include a secure payment link along with automated reminders to ensure timely payments. This approach can help you receive payments more quickly! You can create visually appealing invoices in just seconds and send them to your clients securely and efficiently. By simplifying the payment process, you can encourage immediate payments and stop the endless waiting for funds. Interested in boosting your estimate conversions? Design a professional estimate and share a secure link through email or SMS, allowing customers to respond at their convenience. The key to faster payments? Provide clients with an easy-to-use platform where they can pay on their terms while also accessing their payment history. Transform your hours and expenses into billable amounts with just a click. Additionally, you can send invoices complete with secure payment links through both email and SMS, accompanied by helpful payment reminders to facilitate the process.

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
Axos Invest
Betterment
Black Diamond Wealth Platform
Bridge
CircleBlack
Envestnet | Tamarac
Interactive Brokers
Morningstar Advisor Workstation
N7 Nitrogen
NetX360
Nitrogen
Orion
Pulse
QuickBooks Online
SmartOffice
TD Ameritrade

Integrations

Addepar
Agility
Altruist
AssetMark
Axos Invest
Betterment
Black Diamond Wealth Platform
Bridge
CircleBlack
Envestnet | Tamarac
Interactive Brokers
Morningstar Advisor Workstation
N7 Nitrogen
NetX360
Nitrogen
Orion
Pulse
QuickBooks Online
SmartOffice
TD Ameritrade

Pricing Details

$20 per user 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

InfoFlo Pay

Founded

2017

Country

Canada

Website

www.infoflopay.com

Vendor Details

Company Name

RightCapital

Country

United States

Website

www.rightcapital.com

Product Features

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Product Features

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