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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

Highlight your team prominently to demonstrate your organization's strengths, and the best part is, it's at no cost. Prospective employees are eager to understand their potential role in your company and get acquainted with their future colleagues. They seek a closer look at your workplace and the individuals that make it unique. By showcasing your team, you can effectively convey that your company is the premier choice for employment. Leverage The Org to transform candidates into actual team members. The decision for candidates often hinges on the people they will work alongside, surpassing mere considerations of salary, title, or benefits. Utilize The Org to address their inquiries and facilitate their decision-making process in favor of your organization. This approach not only enhances transparency but also builds a strong connection with potential hires.

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
Bridge
Envestnet | Tamarac
Fidelity
FinFolio
Interactive Brokers
Morningstar
NetX360
Nitrogen
Pulse
Redtail CRM
SmartOffice
TD Ameritrade
Wealthbox

Integrations

Addepar
Agility
Altruist
AssetMark
Axos Invest
Betterment
Black Diamond Wealth Platform
Bridge
Envestnet | Tamarac
Fidelity
FinFolio
Interactive Brokers
Morningstar
NetX360
Nitrogen
Pulse
Redtail CRM
SmartOffice
TD Ameritrade
Wealthbox

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

The Org

Founded

2017

Country

United States

Website

theorg.com

Product Features

Product Features

Org Chart

Collaboration
Data Import / Export
Drag & Drop
Interactive Elements
Photos / Images
Publishing / Sharing
Templates

Alternatives

Alternatives

Workable Reviews

Workable

Workable Software
Moneytree Reviews

Moneytree

Moneytree Software