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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
Transform how your business and customers see, understand, and act on debt with our industry-leading debt APIs or low code drop-in modules.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Addepar
Yes
Agility
Yes
Black Diamond Wealth Platform
Yes
Blueleaf
Yes
Centrex Software
No
CircleBlack
Yes
Envestnet | Tamarac
Yes
Fidelity
Yes
FinFolio
Yes
Interactive Brokers
Yes
Integrations
Addepar
No
Agility
No
Black Diamond Wealth Platform
No
Blueleaf
No
Centrex Software
Yes
CircleBlack
No
Envestnet | Tamarac
No
Fidelity
No
FinFolio
No
Interactive Brokers
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
No
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)
Yes
In Person
No
Vendor Details
Company Name
RightCapital
Country
United States
Website
www.rightcapital.com
Vendor Details
Company Name
Spinwheel
Founded
2019
Country
United States
Website
spinwheel.io
