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

Flexible Planning

Easily create topic-specific plans, choosing from up to six simplified RightCapital modules. Available modules include Social Security, Retirement, Debt, Risk, Tasks, and Vault.

Minimal Client Inputs

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.

Comprehensive Reporting

RightExpress plans offer full reporting capabilities. Include relevant disclosures and reports on all RightExpress plan modules.

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