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Average Ratings 798 Ratings

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Average Ratings 0 Ratings

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Description

AI-driven solutions for credit-to-cash powered by Dun & Bradstreet’s global data and analytics. D&B Finance Analytics offers AI-driven solutions backed by the Dun & Bradstreet Data Cloud. D&B Finance Analytics is a flexible, easy-to-use tool that helps finance teams reduce costs, improve customer service, and manage risk. Manage credit and receivables risks to minimize bad debts, reduce DSO and improve cash flow. Automate manual decisioning and monitoring, customer communication, and matching. Offer your customers an online credit application as well as a payment portal. D&B Finance Analytics consists of two platforms: D&B Credit Intelligence and D&B®, Receivables Intelligence. Together, they provide powerful insights and technologies to help you accelerate your success throughout all your credit-to cash processes. You can quickly gain visibility into credit risks, onboard customers, and set the right terms.

Description

RightCapital's platform simplifies complex financial scenarios, offering clarity, accuracy, and adaptability. It allows you to present various situations, conduct stress tests, and more, ensuring that your clients can envision their ideal lifestyles, such as enjoying mornings on the golf course and afternoons at the beach. By clearly demonstrating how an optimal tax-efficient distribution strategy can save them money, you will facilitate their understanding of withdrawal schedules and Roth conversions. Additionally, you can assist in safeguarding your clients against unexpected events like disability or death by assessing their needs in various circumstances and pinpointing strategies for their success. Leverage our specialized student loan module to compare different payment options, helping clients alleviate their student debt burdens or those of their children. With RightCapital, rest assured that you will receive the clarity, flexibility, and support essential for crafting effective financial plans that truly resonate with your clients' aspirations. Ultimately, your proactive guidance will empower your clients to achieve their financial dreams with confidence.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Addepar No 
Agility No 
Altruist No 
AssetMark No 
Axos Invest No 
Black Diamond Wealth Platform No 
Bloomreach Yes 
CircleBlack No 
Envestnet | Tamarac No 
FinFolio No 
Interactive Brokers No 
Morningstar No 
Morningstar Advisor Workstation No 
N7 Nitrogen No 
NetX360 No 
Nitrogen No 
Orion No 
Pulse No 
SmartOffice No 
Wealthbox No 

Integrations

Addepar Yes 
Agility Yes 
Altruist Yes 
AssetMark Yes 
Axos Invest Yes 
Black Diamond Wealth Platform Yes 
Bloomreach No 
CircleBlack Yes 
Envestnet | Tamarac Yes 
FinFolio Yes 
Interactive Brokers Yes 
Morningstar Yes 
Morningstar Advisor Workstation Yes 
N7 Nitrogen Yes 
NetX360 Yes 
Nitrogen Yes 
Orion Yes 
Pulse Yes 
SmartOffice Yes 
Wealthbox Yes 

Pricing Details

Please contact for a quote
Free Trial Yes 
Free Version No 

Pricing Details

$139.95 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Dun & Bradstreet

Founded

1841

Country

United States

Website

www.dnb.com/products/finance-credit-risk/dnb-finance-analytics.html

Vendor Details

Company Name

RightCapital

Country

United States

Website

www.rightcapital.com

Product Features

Accounts Receivable

ACH Payment Processing Yes 
Billing & Invoicing Yes 
Check Processing Yes 
Collections Management Yes 
Online Payment Processing Yes 
Overpayment Processing Yes 
Partial Payments Yes 
Receivables Ledger Yes 
Recurring Billing Yes 

Debt Collection

Agency Management No 
Auto Dialer No 
Automated Notices No 
Callback Scheduling No 
Client Management No 
Commission Management No 
Compliance Management No 
Contact Management No 
Credit Bureau Reporting No 
In-House Collections No 
Payment Plans No 
Transaction Management No 

Financial Risk Management

Compliance Management Yes 
Credit Risk Management Yes 
For Hedge Funds No 
Liquidity Analysis No 
Loan Portfolio Management Yes 
Market Risk Management Yes 
Operational Risk Management Yes 
Portfolio Management Yes 
Portfolio Modeling No 
Risk Analytics Benchmarks No 
Stress Tests No 
Value At Risk Calculation No 

Fraud Detection

Access Security Management Yes 
Check Fraud Monitoring Yes 
Custom Fraud Parameters Yes 
For Banking Yes 
For Crypto No 
For Insurance Industry Yes 
For eCommerce Yes 
Internal Fraud Monitoring Yes 
Investigator Notes Yes 
Pattern Recognition Yes 
Transaction Approval Yes 

Product Features

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