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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Are you looking to unleash your business's full potential? Foster connections with customers by utilizing engaging platforms such as WhatsApp and Facebook. Direct interactions will not only enhance lead generation but also increase revenue, allowing you to create a significant impact on your overall success! By offering your customers an array of communication choices, you can effectively differentiate between retaining existing clients and attracting new ones. Ensuring they can easily reach out to you will lead to appreciation for your swift responses, which should be perceived as considerate and supportive! Delivering an exceptional customer experience is crucial for establishing trust, which in turn fortifies relationships and elevates your brand's reputation. Furthermore, managing customer interactions across various channels doesn't have to be overwhelming. The One-View Inbox consolidates all your communications into a single platform, facilitating effortless management and organization! This streamlined approach helps you stay on top of customer needs while enhancing your service delivery.

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 
AssetMark No 
Betterment No 
Black Diamond Wealth Platform No 
CircleBlack No 
Envestnet | Tamarac No 
Fidelity No 
FinFolio No 
Freshdesk Yes 
Interactive Brokers No 
Morningstar No 
Nitrogen No 
Orion No 
Pulse No 
Shopify Yes 
Slack Yes 
SmartOffice No 
TD Ameritrade No 
Zapier Yes 

Integrations

Addepar Yes 
Agility Yes 
AssetMark Yes 
Betterment Yes 
Black Diamond Wealth Platform Yes 
CircleBlack Yes 
Envestnet | Tamarac Yes 
Fidelity Yes 
FinFolio Yes 
Freshdesk No 
Interactive Brokers Yes 
Morningstar Yes 
Nitrogen Yes 
Orion Yes 
Pulse Yes 
Shopify No 
Slack No 
SmartOffice Yes 
TD Ameritrade Yes 
Zapier No 

Pricing Details

$46 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 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 No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Floatchat

Founded

2023

Country

Singapore

Website

www.floatchat.ai/

Vendor Details

Company Name

RightCapital

Country

United States

Website

www.rightcapital.com

Product Features

Chatbot

Call to Action No 
Context and Coherence No 
Human Takeover No 
Inline Media / Videos No 
Machine Learning No 
Natural Language Processing No 
Payment Integration No 
Prediction No 
Ready-made Templates No 
Reporting / Analytics No 
Sentiment Analysis No 
Social Media Integration No 

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