RightExpress: Transform your prospecting approach
Deliver topic-specific financial plans to showcase value from day one
Tailored financial plans to meet your prospective client's needs
Focused Financial Plans
Customize your prospecting template, gathering a few key pieces of prospect information
Demonstrate Value
Immediately deliver value with a preliminary financial plan to the prospect
One-Click Onboarding
Easily transition a RightExpress plan to a full plan, seamlessly onboarding new clients
Easily create topic-specific plans, choosing from up to six simplified RightCapital modules. Available modules include Social Security, Retirement, Debt, Risk, Tasks, and Vault.
With only 2-3 steps per module, prospects can fill out required fields in a matter of minutes. Quickly delivering a focused plan with limited client onboarding.
RightExpress plans offer full reporting capabilities. Include relevant disclosures and reports on all RightExpress plan modules.
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20-minute 1:1 virtual demo
14-day free trial
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