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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Can you recall the advertisements or websites you encountered yesterday? What about those from three days ago or even a week? Let's stretch that memory to a month or two prior. Just like you, your website visitors face an overwhelming amount of information daily, navigating countless websites and encountering numerous ads. As a result, many might forget your brand or website long before they decide to engage with your services again. The ideal time to reach out to customers is when they genuinely need your offerings, and that's where Remindee comes into play. This tool provides an option for visitors to set reminders for when they may require your services, allowing them to choose the date and time that suits them best. By encouraging your visitors to return at a moment when they are ready to act, Remindee significantly increases the conversion rates of your website traffic into loyal clients, effectively capturing their attention with tailored reminder popups. Ultimately, this innovative approach helps ensure that your business remains top of mind for potential customers when they're ready to make a decision.

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

Screenshots View All

Integrations

Addepar No 
Agility No 
Altruist No 
AssetMark No 
Axis LMS Yes 
Axos Invest No 
Betterment No 
Black Diamond Wealth Platform No 
Blueleaf No 
Bridge No 
CircleBlack No 
Fidelity No 
Morningstar Advisor Workstation No 
Nekton.ai Yes 
NetX360 No 
Pulse No 
Redtail CRM No 
SmartOffice No 
Stackreaction Yes 
Wealthbox No 

Integrations

Addepar Yes 
Agility Yes 
Altruist Yes 
AssetMark Yes 
Axis LMS No 
Axos Invest Yes 
Betterment Yes 
Black Diamond Wealth Platform Yes 
Blueleaf Yes 
Bridge Yes 
CircleBlack Yes 
Fidelity Yes 
Morningstar Advisor Workstation Yes 
Nekton.ai No 
NetX360 Yes 
Pulse Yes 
Redtail CRM Yes 
SmartOffice Yes 
Stackreaction No 
Wealthbox Yes 

Pricing Details

$65 per month
Free Trial Yes 
Free Version No 

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

Types of Training

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

Vendor Details

Company Name

Remindee

Founded

2017

Country

France

Website

remindee.io

Vendor Details

Company Name

RightCapital

Country

United States

Website

www.rightcapital.com

Product Features

Lead Capture

Business Card / Badge Scanning No 
Dashboard Yes 
Data Extraction Yes 
Lead Distribution No 
Lead Notifications Yes 
Lead Nurturing Yes 
Lead Qualification No 
Lead Scoring No 
Online Forms Yes 

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