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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

Transform how your business and customers see, understand, and act on debt with our industry-leading debt APIs or low code drop-in modules.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Addepar
Agility
Altruist
Axos Invest
Betterment
Black Diamond Wealth Platform
Blueleaf
Centrex Software
Fidelity
FinFolio
Interactive Brokers
Kudos
Morningstar Advisor Workstation
N7 Nitrogen
NetX360
Nitrogen
Orion
Pulse
Redtail CRM
Slack

Integrations

Addepar
Agility
Altruist
Axos Invest
Betterment
Black Diamond Wealth Platform
Blueleaf
Centrex Software
Fidelity
FinFolio
Interactive Brokers
Kudos
Morningstar Advisor Workstation
N7 Nitrogen
NetX360
Nitrogen
Orion
Pulse
Redtail CRM
Slack

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

Spinwheel

Founded

2019

Country

United States

Website

spinwheel.io

Product Features

Alternatives

Alternatives

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