Read the full case study Starting a New RIA with RightCapital When founding his own RIA after working for a large firm, Andrew Mastro had the opportunity to find “the very best financial planning software” on behalf of clients. Read the full case study ...
《T3/Inside Information Software Survey 2023》称“过去,我们一直习惯谈论财务规划行业里的「双巨头」。从现在起,RightCapital 应该被认为是「三巨头」之一。” # 北京办公室 北京锐本科技有限公司是 RightCapital 在北京的全资子公司,是 RightCapital 的研发中心。办公室位于望京浦项中心,距地铁 15 号线望京东站步行约...
, Jan. 3, 2023 /PRNewswire/ -- RightCapital, the fastest-growing financial planning software* for financial advisors, released a software update today to incorporate key provisions in the SECURE 2.0 Act of 2022. The Setting Every Community Up f...
RightCapital is now an approved financial planning software for The O.N. Equity Sales Company (ONESCO) advisor network. Press Release Oct 2020 RightCapital and APEG partner to offer financial professionals planning tools and educational resources that increase efficiency and drive business growth. ...
We use RightCapital as our financial planning software in the composition of Financial Plan documents for clients. We make the platform available for clients (albeit with limi... Continue reading John E. Miller, MBA Account Manager - Corporate ...
8. Financial Planning and Forecasting Software Successful investing doesn’t happen in a vacuum—it’s typically part of a larger financial plan. Planning and forecasting tools help you project future cash flows, model various retirement scenarios, and understand how your investments fit into your ...