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features
design
support

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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.

Description

SmartModels™ is an advanced financial analytics platform designed to address numerous intricate financial and business workflow challenges prevalent in both public and corporate finance. It is seamlessly integrated as an add-in for Microsoft® Excel®, leveraging Microsoft® .NET and Microsoft® Visual Studio Tools for Office technology. Exposure Management LLC ensures a secure environment for SmartModels™ users through an SSL encrypted extranet, allowing businesses to monitor software usage and carry out administrative functions like updating passwords, adding clients, and retrieving software license details. Intuitive Analytics has collaborated with a diverse array of entities, including states, municipalities, transportation authorities, 501c3 organizations, investment banks, financial advisors, and various for-profit businesses on projects focused on cash flow analysis, software development, and financial consulting. This innovative suite not only enhances financial analysis but also streamlines complex workflows, making it an invaluable tool for organizations in various sectors. The versatility of SmartModels™ empowers users to make informed financial decisions 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
Blueleaf
Bridge
CircleBlack
Envestnet | Tamarac
FinFolio
Interactive Brokers
Morningstar Advisor Workstation
N7 Nitrogen
NetX360
Nitrogen
Redtail CRM
SmartOffice
Wealthbox

Integrations

Addepar
Agility
Altruist
AssetMark
Axos Invest
Betterment
Black Diamond Wealth Platform
Blueleaf
Bridge
CircleBlack
Envestnet | Tamarac
FinFolio
Interactive Brokers
Morningstar Advisor Workstation
N7 Nitrogen
NetX360
Nitrogen
Redtail CRM
SmartOffice
Wealthbox

Pricing Details

$139.95 per month
Free Trial
Free Version

Pricing Details

$300 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

RightCapital

Country

United States

Website

www.rightcapital.com

Vendor Details

Company Name

Intuitive Analytics

Website

www.intuitive-analytics.com/smartmodels

Product Features

Product Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

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Alternatives

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