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Description

Consolidate your client accounts through tailored integrations to generate insightful reports that showcase your value to clients. Highlight the potential impact of your suggestions on a prospect's financial growth by providing hypothetical sales scenarios that incorporate elements like investments, withdrawals, reinvestment of dividends, taxes, and more. Align your clients' aspirations with comprehensive firmwide strategies that are directed towards achieving their financial goals using investment models, lists, and methodologies. Additionally, utilize Monte Carlo simulations to demonstrate the potential success of various strategies. With Morningstar Goal Bridge, you can engage in goals-oriented discussions with clients and seamlessly link those ambitions to a clear and effective investment strategy, all within an intuitive and robust workflow. This approach not only enhances client engagement but also reinforces their confidence in your expertise.

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

Redtail CRM Yes 
TD Ameritrade Yes 
Addepar No 
Altruist No 
Black Diamond Wealth Platform No 
CircleBlack No 
Envestnet | Tamarac No 
FinFolio No 
Interactive Brokers No 
MoneyGuide Yes 
Morningstar No 
Morningstar Advisor Workstation No 
N7 Nitrogen No 
NetX360 No 
Orion No 
ProTracker Advantage Yes 
Salesforce Yes 
SmartOffice No 
Wealthbox No 
eMoney Yes 

Integrations

Redtail CRM Yes 
TD Ameritrade Yes 
Addepar Yes 
Altruist Yes 
Black Diamond Wealth Platform Yes 
CircleBlack Yes 
Envestnet | Tamarac Yes 
FinFolio Yes 
Interactive Brokers Yes 
MoneyGuide No 
Morningstar Yes 
Morningstar Advisor Workstation Yes 
N7 Nitrogen Yes 
NetX360 Yes 
Orion Yes 
ProTracker Advantage No 
Salesforce No 
SmartOffice Yes 
Wealthbox Yes 
eMoney No 

Pricing Details

No price information available.
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) 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) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Morningstar

Country

United States

Website

www.morningstar.com/products/advisor-workstation

Vendor Details

Company Name

RightCapital

Country

United States

Website

www.rightcapital.com

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Product Features

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