RightCapital and MaxMyInterest forge data integration partnership
Press ReleaseRightCapital Announces Tax Strategy Module, Generating Optimal Tax-Adjusted Portfolio Values with One-Click
Press ReleaseFlourish Launches Integration with RightCapital to Enable Streamlined Access to Clients’ Held-Away Asset Data
Press ReleaseRightCapital Launches Integrated Risk Tolerance Tool
Press ReleaseRightCapital Adds RightRisk™ to its Financial Planning Platform to Simplify How Financial Advisors Optimize Risk Tolerance and Risk Capacity
Press ReleaseRightCapital Introduces RightFlows™, the Industry’s First Financial Planning Workflow Tool with Direct Client Collaboration
Press ReleaseRightCapital Announces Integration with Apex Advisor Solutions
Press ReleaseAdvyzon and RightCapital Announce Updates to Data-Sharing Integration
Press ReleaseRightCapital and PreciseFP Launch Data Integration Partnership
Press ReleaseRightCapital and PreciseFP Announce New Data Integration to Better Serve Financial Planning Community
Press ReleaseHow advisors are taking advantage of wealthtech's AI enthusiasm
Press ReleaseRightCapital triples market share as eMoney and Envestnet stagnate
Press ReleaseRightCapital Introduces "Cash Flow Maps," Intuitive Visuals for Illustrating Cash Inflows and Outflows in Financial Plans
Press ReleaseSS&C's Black Diamond Wealth Platform Expands Financial Planning Capabilities with RightCapital Collaboration
Press ReleaseSecure 2.0 Holds Lots of Benefits for Clients
Press ReleaseRightCapital Adds SECURE Act 2.0 Updates
Press Release5 Steps to Ensure Your Tech Stack Effectively Serves Today's Clients
Press ReleaseRightCapital Introduces Blueprint Data Visualization Features
Press ReleaseRightCapital Introduces the Blueprint™ Feature for Visualizing a Client’s Financial Life
Press ReleaseAltruist Partners With Its First Financial Planning Software, RightCapital
Press ReleaseRightCapital Introduces the Snapshot Feature for Creating Personalized Plan Summaries
Press ReleaseRightCapital Debuts One-Page Financial Plan Snapshot
Press ReleaseAssetMark lets RightCapital sell financial planning software to its advisors - with data synching - despite just buying Voyant for $145 million
Press ReleaseRightCapital Adds RightIntel™, Business Intelligence Feature Designed for Independent Financial Advisors
Press ReleaseRightCapital Announces Integration with AssetMark, a Leading Wealth Management Platform
Press ReleaseRightCapital is the 1st Comprehensive Financial Planning Software to Launch Dynamic Retirement Spending Strategies
Press ReleaseRightCapital Financial Planning Software announces integration with Schwab Advisor Services' API Platform
Press ReleaseRightCapital Partners with Broadridge to Enhance Enterprise-Level Offering
Press ReleaseRightCapital Announces Integration within LPL Financial's ClientWorks Technology Platform
Press ReleaseRightCapital is now an approved financial planning software for The O.N. Equity Sales Company (ONESCO) advisor network.
Press ReleaseRightCapital and APEG partner to offer financial professionals planning tools and educational resources that increase efficiency and drive business growth.
Press ReleaseRightCapital and Allianz Life Announce Partnership
Press ReleaseIntroducing the Wealth Access and RightCapital Integration
Press ReleaseIntroducing the Wealth Access and RightCapital Integration
Press ReleaseRightCapital Introduces RightPay
Press ReleaseFinancial Services Association Adds New Member Benefit - RightCapital
Press ReleaseAdvyzon and RightCapital announce strategic partnership and deepen integration to enhance client experience
Press ReleaseSS&C’s Black Diamond® Wealth Platform and RightCapital Announce Partnership to Enhance Financial Planning Experience
Press ReleasePanoramix and RightCapital Announce New Technology Integration
Press ReleaseRightCapital Provides Right Tools for Financial Planning Students
Press ReleaseFintechs provide software to financial planning programs to grow future business
Press ReleaseCircleBlack Announces RightCapital Has Integrated with Its Platform
Press ReleaseCapitect and RightCapital Announce New Integration Connecting the Two Next-Generation Solutions
Press ReleaseRightCapital Financial Planning Software Announces Integration with Morningstar
Press ReleaseLPL Financial Adds RightCapital Financial Planning Software to its Vendor Affinity Program
Press ReleaseRightCapital Financial Planning Software Announces Partnership with Independent Financial Group
Press ReleaseHow Shuang Chen vaulted his planning start-up by finding a ‘Goldilocks’ niche neither too light nor too heavy
Press Release2019 Best Tech Startups in Connecticut
Press ReleaseRIA tech startup raises $3.7m in VC funding
Press ReleaseRightCapital Nabs Pietro La Greca to Lead Enterprise Sales
Press ReleaseFinancial Planning Tech Firm RightCapital Partners With Commonwealth
Press ReleaseRightCapital lands partnership with Commonwealth
Press ReleaseRightCapital Partners with Commonwealth Financial Network® to Provide Financial Planning Solution
Press ReleaseRightCapital Launches Native Mobile App to Help Advisors Meet Their Clients' Financial Planning Goals
Press ReleaseRightCapital Partners With Betterment for Advisors to Boost RIA Tools
Press ReleaseRightCapital announces strategic partnership with Betterment for Advisor.
Press ReleaseInvestmentNews discusses how RightCapital helps advisors tackle Student Loan Repayment.
Press ReleaseRightCapital Launches Innovative Student Loan Functionality.
Press ReleaseMorningstar listed RightCapital as one of the Best Advisor Technology Tools for 2018.
Press ReleaseRightCapital Announces Integration with Shareholders Service Group.
Press ReleaseRightCapital Ends Second Year with Top User Rating Among Financial Advisors.
Press ReleaseInvestmentNews reported RightCapital’s integration with Envestnet Tamarac.
Press ReleaseRightCapital announced integration with Tamarac.
Press Release“RightCapital is Becoming a Real Contender in the Financial Planning Software Space” according to Technology Tools for Today.
Press ReleaseRightCapital was named The Future of Financial Planning Software by Morningstar Advisor.
Press ReleaseThinkAdvisor reported Trust Company of America’s partnership with RightCapital.
Press ReleaseTrust Company of America announced partnership with RightCapital.
Press ReleaseRightCapital announced integration with BNY Mellon’s Albridge.
Press ReleaseRightCapital won the Advisor Satisfaction Award from TD Ameritrade, achieving the highest satisfaction mark from TD advisors.
Press ReleaseRightCapital secured $1.6 Million seed money, inked multiple enterprise deals.
Press ReleaseXY Planning Network Announces Partnership With The RightCapital Financial Planning Platform.
Press ReleaseResources Investment Advisors, Inc. Announces Partnership with The RightCapital Financial Planning Platform.
Press ReleaseRightCapital was included in the article the software financial advisers say they can’t do without by MarketWatch.
Press ReleaseRightCapital added Interactive Brokers integration.
Press ReleaseRightCapital rolled out Albridge integration.
Press ReleaseMichael Kitces reports RightCapital financial planning software startup land its first enterprise deal.
Press ReleaseRightCapital was selected a top technology for advisors and brokerages by Finovate.
Press ReleaseRightCapital completed integration with First Clearing, Wells Fargo’s clearing service.
Press ReleaseThinkAdvisor covered RightCapital’s new enterprise solution and DOL solution.
Press ReleaseRightCapital launched enterprise solution and inked deal with Parsonex Advisory Services.
Press ReleaseInvestmentNews reported RightCapital’s partnership with Garrett Planning Network.
Press ReleaseMichael Kitces reviewed RightCapital in his Weekend Reading for Financial Planners.
Press ReleaseBill Winterberg reported a favorable review on RightCapital.
Press ReleaseFinancial Planning reported that RightCapital debuted at its annual advisor technology survey with 2% market share, younger advisor base and higher AUM.
Press ReleaseFinancial Planning had published a favorable review on RightCapital by Joel Bruckenstein.
Press ReleaseRightCapital launched Orion integration.
Press ReleaseRightCapital participated the 2016 XY Planning Network’s annual conference in San Diego. RightCapital was among the finalists in its Advisor FinTech Competition.
Press ReleaseRightCapital participated the FPA B.E. annual conference in Baltimore.
Press ReleaseRightCapital and Riskalyze co-hosted a joint webinar to share information about technology, our integration, and “financial planning done just right”.
Press ReleaseRightCapital was invited to present its new and innovative DOL solutions at the Finovate Fall 2016 event in NYC.
Press ReleaseRightCapital announced integration with Wealthbox CRM.
Press ReleaseInvestmentNews reported RightCapital among the finalists of XYPN Advisor FinTech Competition.
Press ReleaseThe Wall Street Journal covered RightCapital’s fundraising.
Press ReleaseFinancial Advisor magazine reported RightCapital’s fundraising.
Press ReleaseRightCapital was selected to provide a Disrupt Demo at In|Vest 2016. This annual event was hosted by Sourcemedia in New York City. Only a selected few were chosen for the Disrupt Demo stage.
Press ReleaseRightCapital and Black Diamond were integrated.
Press ReleaseRightCapital and Blueleaf were integrated.
Press ReleaseMichael Kitces provided a good summary of RightCapital’s capabilities in his article.
Press ReleaseRightCapital became integrated with Charles Schwab.
Press ReleaseRightCapital announced its first CRM integration with Redtail.
Press ReleaseRightCapital completed integration with TD Ameritrade Veo platform.
Press ReleaseRightCapital was profiled by tech reporter Allesandra Malito of InvestmentNews.
Press ReleaseShuang Chen wrote about RightCapital’s integration with Yodlee in Yodlee blog.
Press ReleaseFinancial Planning magazine published a comprehensive review on RightCapital by Joel Bruckenstein.
Press ReleaseRightCapital was reported by Bill Winterberg as a financial planning solution that deserve a spot on your radar screen.
Press ReleaseInvestmentNews reported RightCapital’s launch.
Press ReleaseRightCapital launched next generation financial planning solution.
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