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Presenter Profile:

How they describe themselves: RightCapital provides a revolutionary financial planning tool that digitizes and redefines the financial planning experience. Using cutting edge technology, we significantly cut down time and cost of creating a plan and improve user experience. Designed to promote interaction and collaborations between advisors and clients, RightCapital provides a simple and powerful financial planning tool and a Personal Finance Management (PFM) portal to create financial plans real time. Client has access to the system to monitor the plan and progress real time.

How they describe their product/innovation: RightCapital’s introduces industry first integrated financial and tax planning solution for financial advisors featuring comprehensive financial planning, tax projections, and tax-efficient distribution strategies. Our innovative solution provides a holistic view of clients’ financial plans including retirement income, annuity, Social Security optimization, and tax efficient distribution, all incorporated and optimized in one place. This unique solution helps keep advisors in compliance of Department of Labor fiduciary rules as well as help boost bottom lines and guard against losses. Our industry’s most intuitive user interface makes the advisor’s job easier. Use our interactive tools to actively involve client in the planning.

Product distribution strategy: Direct to Business (B2B), through financial institutions, licensed

Contacts:

Bus. Dev., Press, Sales: Shuang Chen, CEO, shuang.chen@rightcapital.com, 773-835-2269