Grow your practice with RightIntel®
Transform your client data into actionable intelligence
Stay on top of your business metrics and client needs
Dashboard
See a visual summary
of your key business
metrics in one place
Client Overview
Analyze clients by various
attributes, insurance
types and activities
Opportunities
Anticipate client needs
based on cash on hand,
debt, key events and more
RightIntel Dashboard
See a clean, visual summary of your key business metrics such as the total number of clients, total invested assets, top clients by net worth and more.
RightIntel Client Overview
Sort clients by attributes such as net worth, invested assets and open tasks; see different types of insurance coverage across clients; and view recent client activities.
RightIntel Opportunities
Anticipate client needs based on their current cash on hand, assets held away, debt, expiring insurance policies and key events such as reaching retirement or RMD age.
What Advisors Are Saying About RightIntel
“
RightIntel has been very useful in identifying growth opportunities for our financial planning practice. For example, I can quickly see which clients have too much cash on hand and can benefit from increasing their invested assets, send helpful information to clients when they reach an important financial milestone, and identify clients who need more help managing their debts and high-interest loans.
Andrea Clark
The Table Financial Planning
“
When I open up my RightIntel Dashboard, it serves as a quick check-in to see how my overall planning practice is doing. The RightIntel data also helps me see if the prospects that I'm speaking with are a good fit with my practice, gives a high-level picture on the types of assets I am working with, and allows me to sort and export clients based on different filters. Best of all, it's all very clear and easy to understand.
Douglas E. Richards
Crest Financial LLC
“
This framework and experience were exactly what I was describing when I met with the RightCapital team to discuss a business intelligence tool designed for independent advisors like me. I am excited to see how the RightCapital team will continue to evolve this concept.
Mike Zung
Java Wealth
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