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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
New employees may require as much as 20% more time to achieve their peak productivity levels. When an unengaged new hire leaves within their first year, the financial setback can amount to three times their salary. Inadequate onboarding can lead to retention failure rates exceeding 50%. The greater the engagement level employees have with your brand, the higher their performance will be, and the longer they are likely to remain with the organization. Captivating each new hire with an engaging brand experience from the very beginning is crucial. By incorporating social interaction, dynamic multimedia, and detailed action items, new employees can foster a deeper sense of purpose in their roles. It's essential to quickly identify any shortcomings within your onboarding and training systems. Xpand enables you to gather valuable insights regarding engagement, performance metrics, satisfaction levels, sources of hiring, and other critical data. By identifying areas that require improvement, hiring managers receive the necessary information to make timely adjustments. Ultimately, Xpand places quantifiable outcomes at the forefront of your HR strategy, ensuring that your onboarding process becomes a streamlined and effective experience.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Addepar
Yes
Agility
Yes
Altruist
Yes
AssetMark
Yes
Axos Invest
Yes
Betterment
Yes
Blueleaf
Yes
Bridge
Yes
CircleBlack
Yes
Envestnet | Tamarac
Yes
Integrations
Addepar
No
Agility
No
Altruist
No
AssetMark
No
Axos Invest
No
Betterment
No
Blueleaf
No
Bridge
No
CircleBlack
No
Envestnet | Tamarac
No
Pricing Details
$139.95 per month
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
Yes
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
No
Live Rep (24/7)
Yes
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
RightCapital
Country
United States
Website
www.rightcapital.com
Vendor Details
Company Name
Xpand
Founded
2013
Country
United States
Website
xpand.io
Product Features
Product Features
Onboarding
Course Management
Yes
Document Management
Yes
E-Verify / I-9 Forms
Yes
Electronic Forms
Yes
Electronic Signature
Yes
Employee Handbook
Yes
Employee Portal
Yes
File Management
Yes
Job Description Management
Yes
Orientation Management
Yes
Self Service Portal
Yes
Task Management
Yes
Tax Forms
Yes
Training Management
Yes
