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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Harness the capabilities of a financial analysis platform to optimize your outcomes. Our expertise lies in creating solutions that facilitate the access, analysis, comparison, monitoring, management, and disclosure of information in a straightforward, reliable, and efficient manner. Established in 1999, Quantum is a financial technology firm with a comprehensive financial database that is regularly updated with both quantitative and qualitative insights. Our committed team works tirelessly to maintain this information and to identify the solutions that align best with our clients' requirements. Discover how utilizing a platform with a vast financial database can provide you with timely and accurate information. This service is available through an online interface compatible with web browsers, mobile devices, APIs, and data links. By adopting this solution, you can gain a competitive edge and enhance your decision-making processes for your business. With our innovative tools, you can ensure your strategies are based on the most relevant and current financial insights.

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

Agility
Altruist
AssetMark
Betterment
Blueleaf
Bridge
DatAnswers
FinFolio
Interactive Brokers
N7 Nitrogen
Nitrogen
Orion
ParkView Hardware Monitoring
Perspective VMS
Pulse
SmartOffice CRM
TD Ameritrade
Tamarac
Wealthbox

Integrations

Agility
Altruist
AssetMark
Betterment
Blueleaf
Bridge
DatAnswers
FinFolio
Interactive Brokers
N7 Nitrogen
Nitrogen
Orion
ParkView Hardware Monitoring
Perspective VMS
Pulse
SmartOffice CRM
TD Ameritrade
Tamarac
Wealthbox

Pricing Details

No price information available.
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

Quantum

Country

Brazil

Website

www.quantumfinance.com.br

Vendor Details

Company Name

RightCapital

Country

United States

Website

www.rightcapital.com

Product Features

Data Analysis

Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics

Product Features

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