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Description

Koyfin is a global market analytics platform for researching and understanding markets. From bottom-up fundamentals to top-down macro analysis, our platform, powered by Capital IQ, is trusted by more than 300,000 investors. We offer global coverage of equities, analyst estimates, transcripts, filings, screeners, financials, charting, macro and custom dashboards.

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 
Blueleaf No 
Bridge No 
CircleBlack No 
Envestnet | Tamarac No 
FinFolio No 
Interactive Brokers No 
Morningstar Advisor Workstation No 
N7 Nitrogen No 
NetX360 No 
Nitrogen No 
Redtail CRM No 
SmartOffice No 
TD Ameritrade No 
Wealthbox No 

Integrations

Addepar Yes 
Agility Yes 
Altruist Yes 
AssetMark Yes 
Axos Invest Yes 
Betterment Yes 
Blueleaf Yes 
Bridge Yes 
CircleBlack Yes 
Envestnet | Tamarac Yes 
FinFolio Yes 
Interactive Brokers Yes 
Morningstar Advisor Workstation Yes 
N7 Nitrogen Yes 
NetX360 Yes 
Nitrogen Yes 
Redtail CRM Yes 
SmartOffice Yes 
TD Ameritrade Yes 
Wealthbox Yes 

Pricing Details

Free
Free Plan: $0 p/m
Plus Plan: $39 p/m
Pro Plan: $79 p/m
Free Trial Yes 
Free Version Yes 

Pricing Details

$139.95 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

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

Types of Training

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

Vendor Details

Company Name

Koyfin

Founded

2016

Country

United States

Website

www.koyfin.com

Vendor Details

Company Name

RightCapital

Country

United States

Website

www.rightcapital.com

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