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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
Spiceworks can be your mission control for all networks you serve with a little knowledge. Spiceworks allows you collect network information from all client sites over secure HTTPS, then consolidate it and manage it all from a single location. After a quick set-up in Spiceworks, each client can have their own user portal to submit helpdesk tickets. All of them will be directed to your central Spiceworks installation. Each client will have their own Active Directory authentication to ensure security. You can also view all your open help tickets from one place, auto-assign tickets based on client, and create detailed reports. IT is always on the move! You can open, close, assign, or respond to help desk tickets from your mobile device with just a few text commands. You can now manage all client requests from anywhere, whether you are at work, lunch, or on the golf course.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Addepar
Yes
Agility
Yes
Altruist
Yes
AssetMark
Yes
Axos Invest
Yes
Black Diamond Wealth Platform
Yes
Blueleaf
Yes
Bridge
Yes
Fidelity
Yes
FinFolio
Yes
Integrations
Addepar
No
Agility
No
Altruist
No
AssetMark
No
Axos Invest
No
Black Diamond Wealth Platform
No
Blueleaf
No
Bridge
No
Fidelity
No
FinFolio
No
Pricing Details
$139.95 per month
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
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
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
Spiceworks
Founded
2006
Country
United States
Website
www.spiceworks.com/free-managed-service-platform-software/
Product Features
Product Features
IT Infrastructure Monitoring
Alerts / Notifications
Yes
Application Monitoring
Yes
Bandwidth Monitoring
No
Capacity Planning
No
Configuration Change Management
Yes
Data Movement Monitoring
No
Health Monitoring
No
Multi-Platform Support
No
Performance Monitoring
Yes
Point-in-Time Visibility
No
Reporting / Analytics
No
Virtual Machine Monitoring
Yes
MSP
Backup Management
No
Billing & Invoicing
No
CRM
No
Dashboard
No
Help Desk
Yes
Issue Management
No
Live Chat
No
Patch Management
No
Privileged Access Management (PAM)
No
Project Management
No
Remote Access
Yes
Remote Systems Monitoring
No
Scheduling
No
RMM
Deployment Management
No
For MSPs
No
IT Asset Management
No
Mobile Access
No
Network Monitoring
No
Patch Management
No
Real-time Alerts
No
Remediation Management
No
