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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Harness the capabilities of a financial analysis platform to optimize your outcomes. Our expertise lies in creating solutions that facilitate the access, analysis, comparison, monitoring, management, and disclosure of information in a straightforward, reliable, and efficient manner. Established in 1999, Quantum is a financial technology firm with a comprehensive financial database that is regularly updated with both quantitative and qualitative insights. Our committed team works tirelessly to maintain this information and to identify the solutions that align best with our clients' requirements. Discover how utilizing a platform with a vast financial database can provide you with timely and accurate information. This service is available through an online interface compatible with web browsers, mobile devices, APIs, and data links. By adopting this solution, you can gain a competitive edge and enhance your decision-making processes for your business. With our innovative tools, you can ensure your strategies are based on the most relevant and current financial insights.

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 
Axos Invest No 
Betterment No 
Black Diamond Wealth Platform No 
Blueleaf No 
Bridge No 
CircleBlack No 
Envestnet | Tamarac No 
FinFolio No 
Morningstar No 
NetX360 No 
Orion No 
ParkView Hardware Monitoring Yes 
SmartOffice No 
TD Ameritrade No 
Wealthbox No 

Integrations

Addepar Yes 
Agility Yes 
AssetMark Yes 
Axos Invest Yes 
Betterment Yes 
Black Diamond Wealth Platform Yes 
Blueleaf Yes 
Bridge Yes 
CircleBlack Yes 
Envestnet | Tamarac Yes 
FinFolio Yes 
Morningstar Yes 
NetX360 Yes 
Orion Yes 
ParkView Hardware Monitoring No 
SmartOffice Yes 
TD Ameritrade Yes 
Wealthbox Yes 

Pricing Details

No price information available.
Free Trial No 
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 No 

Customer Support

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

Types of Training

Training Docs No 
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

Quantum

Country

Brazil

Website

www.quantumfinance.com.br

Vendor Details

Company Name

RightCapital

Country

United States

Website

www.rightcapital.com

Product Features

Data Analysis

Data Discovery No 
Data Visualization No 
High Volume Processing No 
Predictive Analytics No 
Regression Analysis No 
Sentiment Analysis No 
Statistical Modeling No 
Text Analytics No 

Product Features

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Alternatives

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