Search Results for: RightCapital

Advyzon and RightCapital Announce Updates to Data-Sharing Integration
Investment Services News

Advyzon and RightCapital Announce Updates to Data-Sharing Integration

PR Newswire
by PR Newswire0
Fintech leaders also provide details on new Probability of Success widget Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, recently announced updated integration capabilities with RightCapital, a financial planning software that simplifies the complexity of financial planning for advisors and their clients.......
RightCapital and PreciseFP Announce New Data Integration to Better Serve Financial Planning Community
Finance News

RightCapital and PreciseFP Announce New Data Integration to Better Serve Financial Planning Community

PR Newswire
by PR Newswire0
A new API-driven integration streamlines advisors’ client data gathering and financial planning efforts by syncing household financial data between PreciseFP and RightCapital RightCapital, the fastest-growing financial planning software for financial advisors, and PreciseFP, the award-winning client engagement and data gathering platform from Docupace, announced a data integration partnership. This new bi-directional API integration......
RightCapital Introduces "Cash Flow Maps," Intuitive Visuals for Illustrating Cash Inflows and Outflows in Financial Plans
Finance News

RightCapital Introduces “Cash Flow Maps,” Intuitive Visuals for Illustrating Cash Inflows and Outflows in Financial Plans

PR Newswire
by PR Newswire0
Cash Flow Maps Are the Newest Addition to RightCapital’s Growing List of Data Visualization Tools to Help Financial Advisors Deliver Better Client Experiences RightCapital, the fastest-growing financial planning software for financial advisors, has added Cash Flow Maps, intuitive data visuals for illustrating cash inflows and outflows in financial plans. The......
Riskalyze and RightCapital Elevate Their Integration
Finance Fintech News

Riskalyze and RightCapital Elevate Their Integration

Fintech News Desk
by Fintech News Desk0
The industry’s premier risk alignment and portfolio analytics platform seamlessly supplies position level account data to RightCapital’s dynamic financial plans Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and RightCapital, the next-generation financial planning tool that provides advisors with the ability to......
RightCapital and Allianz Life Announce Partnership
Business Fintech News

RightCapital Announces Integration Within LPL Financial’s ClientWorks Technology Platform

Fintech News Desk
by Fintech News Desk0
RightCapital, Inc. (RightCapital), the fastest-growing company in the financial planning software space, today announced integration with LPL Financial advisor technology platform, ClientWorks. The integration will provide advisors additional choice and a more streamlined experience to deliver financial planning services to their clients. Read More: Ondot’s Card Management Platform Now Offers Digital......
Business Capital Markets Fintech Fintech Funding Investment Services News

RightCapital and Advanced Planning Educational Group Announce Partnership

Fintech News Desk
by Fintech News Desk0
RightCapital and APEG unite to offer financial professionals planning tools and educational resources that increase efficiency and drive business growth RightCapital Inc. and Advanced Planning Educational Group, Inc. (APEG) today announce their new partnership. RightCapital, Inc. is the fastest-growing company in the financial planning software space, making wealth planning easier......
RightCapital and Allianz Life Announce Partnership
Business Fintech InsurTech News

RightCapital and Allianz Life Announce Partnership

Fintech News Desk
by Fintech News Desk0
Allianz Life partners with RightCapital to provide advisor network with a financial planning solution that allows for greater flexibility and more robust retirement tools RightCapital, Inc. (RightCapital) and Allianz Life Insurance Company of North America (Allianz Life) today announced their new partnership. RightCapital is the fastest-growing company in the financial planning software......
RightCapital Introduces RightPay
Banking Business Fintech News

RightCapital Introduces RightPay

Fintech News Desk
by Fintech News Desk0
An Innovative Payment Solution Integrated With the RightCapital Platform Helps Advisors Collect Periodic or One-Time Payments for Financial Planning Service RightCapital, a next-generation financial planning solution that provides advisors with the ability to create custom comprehensive financial plans, has introduced RightPay, a web-based service that enables financial advisors to collect......
Dynasty Financial Partners and YCharts Extend Partnership to Empower Financial Advisors
Investment Services News

Dynasty Financial Partners and YCharts Extend Partnership to Empower Financial Advisors

Business Wire
by Business Wire0
Dynasty Financial Partners and YCharts announce a multi-year extension of their partnership to provide Dynasty’s Network Advisory Firms with YCharts’ web-based investment research and client communications platform. “Their exceptional customer support is second to none and has proven to immensely boost productivity for our network of advisors.” Through its continued......
Farmers Insurance Federal Credit Union Goes Live with Constellation To Power Its Next-Generation Digital Banking Experience
Banking News

Farmers Insurance Federal Credit Union Goes Live with Constellation To Power Its Next-Gen Digital Banking Experience

Business Wire
by Business Wire0
Leading cloud-native digital banking services provider Constellation Digital Partners (Constellation) announced that $1.5 billion asset-sized Farmers Insurance Federal Credit Union (FIGFCU) has gone live with the Constellation Digital Banking platform, branding its new digital banking experience as Tulee. Powered by Constellation, Tulee launched earlier this summer, allowing the credit union to offer its over......
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