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features
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support

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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.

Description

SmartModels™ is an advanced financial analytics platform designed to address numerous intricate financial and business workflow challenges prevalent in both public and corporate finance. It is seamlessly integrated as an add-in for Microsoft® Excel®, leveraging Microsoft® .NET and Microsoft® Visual Studio Tools for Office technology. Exposure Management LLC ensures a secure environment for SmartModels™ users through an SSL encrypted extranet, allowing businesses to monitor software usage and carry out administrative functions like updating passwords, adding clients, and retrieving software license details. Intuitive Analytics has collaborated with a diverse array of entities, including states, municipalities, transportation authorities, 501c3 organizations, investment banks, financial advisors, and various for-profit businesses on projects focused on cash flow analysis, software development, and financial consulting. This innovative suite not only enhances financial analysis but also streamlines complex workflows, making it an invaluable tool for organizations in various sectors. The versatility of SmartModels™ empowers users to make informed financial decisions with confidence.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Addepar Yes 
Agility Yes 
Altruist Yes 
Axos Invest Yes 
Betterment Yes 
Black Diamond Wealth Platform Yes 
Blueleaf Yes 
CircleBlack Yes 
Envestnet | Tamarac Yes 
Fidelity Yes 
FinFolio Yes 
Interactive Brokers Yes 
Morningstar Advisor Workstation Yes 
N7 Nitrogen Yes 
NetX360 Yes 
Orion Yes 
Pulse Yes 
Redtail CRM Yes 
SmartOffice Yes 
TD Ameritrade Yes 

Integrations

Addepar No 
Agility No 
Altruist No 
Axos Invest No 
Betterment No 
Black Diamond Wealth Platform No 
Blueleaf No 
CircleBlack No 
Envestnet | Tamarac No 
Fidelity No 
FinFolio No 
Interactive Brokers No 
Morningstar Advisor Workstation No 
N7 Nitrogen No 
NetX360 No 
Orion No 
Pulse No 
Redtail CRM No 
SmartOffice No 
TD Ameritrade No 

Pricing Details

$139.95 per month
Free Trial No 
Free Version Yes 

Pricing Details

$300 per month
Free Trial No 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
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 No 
Live Training (Online) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

RightCapital

Country

United States

Website

www.rightcapital.com

Vendor Details

Company Name

Intuitive Analytics

Website

www.intuitive-analytics.com/smartmodels

Product Features

Product Features

Financial Risk Management

Compliance Management No 
Credit Risk Management Yes 
For Hedge Funds Yes 
Liquidity Analysis Yes 
Loan Portfolio Management No 
Market Risk Management Yes 
Operational Risk Management Yes 
Portfolio Management Yes 
Portfolio Modeling Yes 
Risk Analytics Benchmarks Yes 
Stress Tests Yes 
Value At Risk Calculation Yes 

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