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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

The EVAN360 platform enables organizations to design a tailored support system where employees can effortlessly reach out to both internal colleagues and external contractors for immediate assistance. Questions posed by employees are swiftly directed to the appropriate expert who can deliver the correct response on the first attempt. Ensuring that finding help does not disrupt your team's productivity is crucial. By connecting them with the right individual from the start, quick answers can be obtained, enhancing overall efficiency. In essence, EVAN360 serves as the bridge linking those facing challenges with those equipped to provide solutions. It fosters a distinctive support atmosphere where team members can assist one another effectively. With instant access to a comprehensive support network, your team can maximize their productivity. This approach allows them to spend less time in limbo and more time concentrating on innovation, growth, and their ongoing projects. Moreover, it provides valuable insights into previously overlooked issues. By obtaining precise and relevant data, your organization is empowered to take informed actions that can lead to significant improvements. With EVAN360, your team can thrive, ensuring that every challenge is met with prompt and effective solutions.

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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Addepar No 
Agility No 
Altruist No 
AssetMark No 
Axos Invest No 
Betterment No 
Black Diamond Wealth Platform No 
Blueleaf No 
Bridge No 
CircleBlack No 
FinFolio No 
Interactive Brokers No 
Morningstar No 
Morningstar Advisor Workstation No 
N7 Nitrogen No 
NetX360 No 
Nitrogen No 
Orion No 
TD Ameritrade No 
Wealthbox No 

Integrations

Addepar Yes 
Agility Yes 
Altruist Yes 
AssetMark Yes 
Axos Invest Yes 
Betterment Yes 
Black Diamond Wealth Platform Yes 
Blueleaf Yes 
Bridge Yes 
CircleBlack Yes 
FinFolio Yes 
Interactive Brokers Yes 
Morningstar Yes 
Morningstar Advisor Workstation Yes 
N7 Nitrogen Yes 
NetX360 Yes 
Nitrogen Yes 
Orion Yes 
TD Ameritrade Yes 
Wealthbox Yes 

Pricing Details

$10 per user per month
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 Yes 
iPad App Yes 
Android App Yes 
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) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

EVAN360

Founded

2017

Country

United States

Website

www.evan360.com

Vendor Details

Company Name

RightCapital

Country

United States

Website

www.rightcapital.com

Product Features

Remote Support

Diagnostic Tools Yes 
File Transfer No 
Live Chat No 
Real-time Chat Yes 
Remote Control No 
Screen Sharing Yes 
Session Recording Yes 
Session Transfer Yes 
Surveys & Feedback Yes 

Product Features

Alternatives

Alternatives

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