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RightCapital provides a revolutionary financial planning tool that digitizes and redefines the financial planning experience. Using cutting edge technology, RightCapital significantly cuts down time and cost of creating a plan and improve user experience. Designed to promote interaction and collaborations between advisors and clients, RightCapital provides a simple and powerful financial planning tool and a Personal Finance Management (PFM) portal to create financial plans real time. Client has access to the system to monitor the plan and progress real time.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.