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 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 your new client

Topic-Specific Plans

Deliver a topic-specific financial plan that quickly addresses the prospect’s most glaring financial planning concerns, such as Retirement or Social Security, allowing the advisor to instantly showcase value in the planning process. 

Minimal Client Inputs

With only 2-3 steps per module, a prospect can fill out required fields in a matter of minutes. Quickly deliver a focused plan with limited client onboarding.

Convert to Comprehensive Plan

At the click of a button, turn a RightExpress plan into a full RightCapital plan, creating a smooth onboarding experience. Simply add in any missing plan info to map out the client’s full financial picture and start your new client relationship.   

Start Driving Client Success Today

  • 20-minute 1:1 virtual demo

  • 14-day free trial

  • Ask any questions

Start a free trial