Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: RightCapital is a next-generation financial planning software that allows advisors to do more planning in less time with its innovative features. A user-friendly interface and interactive, easy to use features help advisors differentiate their value and simplify the financial planning experience for clients. A rigorous and robust calculation engine generates results quickly and accurately, providing confidence and flexibility for advisors.

How they describe their product/innovation: RightCapital will demo our API and Enterprise solution which enable firms to deliver custom applications that acquire and educate clients, deepen relationships, and improve efficiency. This is made possible by providing a fully customizable, integrated, and differentiated experience. Applications created with our APIs give clients access to information and tools, such as financial plans, personal financial management, account aggregation, secure document sharing, collaboration tools, and more.

Product distribution strategy: Direct to Business (B2B), through financial institutions

Contacts

Bus. Dev.: Shuang Chen, CEO & Co-Founder, shuang.chen@rightcapital.com, 203-349-2645
Press: Anne Laffin, Director of Marketing, anne.laffin@rightcapital.com, 203-533-4193