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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Spiceworks can be your mission control for all networks you serve with a little knowledge. Spiceworks allows you collect network information from all client sites over secure HTTPS, then consolidate it and manage it all from a single location. After a quick set-up in Spiceworks, each client can have their own user portal to submit helpdesk tickets. All of them will be directed to your central Spiceworks installation. Each client will have their own Active Directory authentication to ensure security. You can also view all your open help tickets from one place, auto-assign tickets based on client, and create detailed reports. IT is always on the move! You can open, close, assign, or respond to help desk tickets from your mobile device with just a few text commands. You can now manage all client requests from anywhere, whether you are at work, lunch, or on the golf course.

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
CircleBlack
FinFolio
Interactive Brokers
Morningstar
Nitrogen
Orion
Pulse
Redtail CRM
Simplesat
SmartOffice
TD Ameritrade
Wealthbox
ZIRO

Integrations

Addepar
Agility
Altruist
AssetMark
Axos Invest
Betterment
Black Diamond Wealth Platform
CircleBlack
FinFolio
Interactive Brokers
Morningstar
Nitrogen
Orion
Pulse
Redtail CRM
Simplesat
SmartOffice
TD Ameritrade
Wealthbox
ZIRO

Pricing Details

$139.95 per month
Free Trial
Free Version

Pricing Details

No price information available.
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

Spiceworks

Founded

2006

Country

United States

Website

www.spiceworks.com/free-managed-service-platform-software/

Product Features

Product Features

IT Infrastructure Monitoring

Alerts / Notifications
Application Monitoring
Bandwidth Monitoring
Capacity Planning
Configuration Change Management
Data Movement Monitoring
Health Monitoring
Multi-Platform Support
Performance Monitoring
Point-in-Time Visibility
Reporting / Analytics
Virtual Machine Monitoring

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

RMM

Deployment Management
For MSPs
IT Asset Management
Mobile Access
Network Monitoring
Patch Management
Real-time Alerts
Remediation Management

Alternatives

Alternatives

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