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
Executive Vice President Product Strategy, PreciseFP
