RightCapital is a financial planning software that helps advisors and advisors networks with budget planning and financial strategies. The cloud-based software can be deployed on-premise by installing the application on iOS and Android devices. The main features of RightCapital include retirement planning, social security optimization, budgeting, medicare planning and more.
With our integration partner, RightCapital, you can send information and also receive information into your PreciseFP account.
How the integration works?
The integration with RightCapital allows you to import and export client data. We integrate fields related with household, contact, income, expenses and goals.The majority of these fields can be both imported and expored.
We also developed a fact finder template optimized for RightCapital that only gathers data that can be imported/exported. You are free to use this template as is, or customize it to your needs.