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Description
Send invoices that include a secure payment link along with automated reminders to ensure timely payments. This approach can help you receive payments more quickly! You can create visually appealing invoices in just seconds and send them to your clients securely and efficiently. By simplifying the payment process, you can encourage immediate payments and stop the endless waiting for funds. Interested in boosting your estimate conversions? Design a professional estimate and share a secure link through email or SMS, allowing customers to respond at their convenience. The key to faster payments? Provide clients with an easy-to-use platform where they can pay on their terms while also accessing their payment history. Transform your hours and expenses into billable amounts with just a click. Additionally, you can send invoices complete with secure payment links through both email and SMS, accompanied by helpful payment reminders to facilitate the process.
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
Integrations
Addepar
No
Agility
No
Altruist
No
Axos Invest
No
Betterment
No
Black Diamond Wealth Platform
No
Blueleaf
No
Bridge
No
CircleBlack
No
Fidelity
No
Integrations
Addepar
Yes
Agility
Yes
Altruist
Yes
Axos Invest
Yes
Betterment
Yes
Black Diamond Wealth Platform
Yes
Blueleaf
Yes
Bridge
Yes
CircleBlack
Yes
Fidelity
Yes
Pricing Details
$20 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)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
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
InfoFlo Pay
Founded
2017
Country
Canada
Website
www.infoflopay.com
Vendor Details
Company Name
RightCapital
Country
United States
Website
www.rightcapital.com
Product Features
Accounts Receivable
ACH Payment Processing
No
Billing & Invoicing
No
Check Processing
No
Collections Management
No
Online Payment Processing
No
Overpayment Processing
No
Partial Payments
No
Receivables Ledger
No
Recurring Billing
No
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
Yes
Customer Portal
No
Customizable Invoices
Yes
Dunning Management
No
Hourly Billing
Yes
Invoice History
No
Mobile Payments
Yes
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
No
Tax Calculator
Yes
