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Presenter Profile:

How they describe themselves: RightCapital is a next-generation financial planning software that allows advisors to do more planning in less time with its innovative features. A user-friendly interface and interactive, easy to use features help advisors differentiate their value and simplify the financial planning experience for clients. A rigorous and robust calculation engine generates results quickly and accurately, providing confidence and flexibility for advisors.

How they describe their product/innovation: RightCapital will demo our innovative financial planning solution designed for financial advisors. The demo will emphasize our broad capabilities from budget analysis, balance sheet tracking, retirement analysis, Monte Carlo simulations, Social Security optimization, cash flow analysis, insurance modules, college planning, estate planning and the industry’s first tax planning modules embedded into a true comprehensive planning platform. Our new student loan functionality will also be highlighted. The focus will be to show the life cycle of a client progressing from a prospect, to an entry-level client, then on to a comprehensive planning client.

Product distribution strategy: Direct to Business (B2B)

Contacts

Bus. Dev.: Shuang Chen, CEO & Co-Founder, shuang.chen@rightcapital.com, 203-349-2645
Press: Anne Laffin, Director of Marketing, anne.laffin@rightcapital.com, 203-533-4193