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.
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LPL Financial is a retail investment advisory firm, independent broker-dealer, and registered investment advisor (RIA) custodian serving independent financial advisors, RIAs and financial institutions. This partnership provides LPL Financial advisors access to financial planning software offering retirement planning, budget and debt management, estate planning, and tax efficient distribution tools that simplify the financial planning process. The integration within ClientWorks delivers an enhanced planning experience as data seamlessly and securely passes to the RightCapital platform.
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“We are very excited to partner with LPL Financial,” says RightCapital Co-Founder and CEO Shuang Chen. “Our software’s integration within the ClientWorks platform enables us to offer a complete financial planning solution that saves time, increases efficiencies, and highlights planning opportunities for advisors and their clients. We are committed to enhancing the financial planning process and strive to provide advisors with a solution that allows them to focus on what matters most, their clients. This partnership helps us achieve that.”
“The shift toward holistic financial planning continues to grow within the wealth management space, and advisors need to continuously evolve their practices and their set of capabilities to be able to serve their clients’ most complex needs. As their needs grow, we are meeting advisors where they are with leading solutions that make it easier to run their practices and enhance value with their clients,” said Burt White, LPL Financial managing director and chief investment officer. “The addition of RightCapital further enhances our digital ecosystem, powered by tools that give advisors choice and the capacity to create meaningful experiences for their clients and grow their businesses.”
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