On demand Webinar

Right Capital and PreciseFP

Discover the power of combining PreciseFP’s cutting-edge client data gathering platform with RightCapital’s comprehensive financial planning software. Elevate client engagement and enhance efficiency throughout your financial planning journey. Whether you’re a current user of these platforms or simply eager to explore, our expert product teams will guide you through live demos of the data integration and address all your inquiries.

Speakers

Ted Denbow

VP of Sales, RightCapital

Richard Thoeny

Richard Thoeny

Executive Vice President Product Strategy, PreciseFP

Related Resources

Make Sure Your Client Forms are Pixel Perfect

Explore the industry-wide shift that did away with big stacks of paperwork and the role PreciseFP has played in facilitating e-signature capabilities nationwide.