RightCapital Inc B2B Case Studies & Customer Successes

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RightCapital Inc. make financial planning simply sophisticated. They became so engrossed in the question that they began sketching out designs and building financial models right after they got home that night. After three years of thinking, designing, building (and very little sleep), RightCapital launched their innovative financial planning and tax-aware solution in September 2015. A raft of favorable reviews from industry experts and financial trade publications came flowing in. Today, the much-expanded RightCapital team continues to evolve their product, listening to its users and working to perfect the solution.

Case Studies

Showing 13 RightCapital Inc Customer Success Stories

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AdvicePeriod Boosts Client Engagement with RightCapital

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Alchemi Wealth streamlines client planning and migrates 900 accounts with RightCapital

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Axiom Founders Family Office Inc. turns complex tax strategies into real-dollar wins with RightCapital

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Carolina Financial Advisors achieves 166% revenue growth with RightCapital

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Johndrow Wealth Management helps clients make confident financial choices with RightCapital

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LPL Financial achieves 100% client retention with RightCapital

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Millennium Planning Group cuts $8,400 in annual tech costs with RightCapital

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Money Maven Financial achieves a more efficient, self-branded client experience with RightCapital

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Optima Capital Management grows to $75 million AUM with RightCapital

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Planful achieves more client engagement and time savings with RightCapital

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Quarry Hill Advisors grows AUM by $30M with RightCapital

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Western Wealth Management improves client engagement and planning efficiency with RightCapital

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Wrought Advisors achieves clearer client planning and major debt savings with RightCapital

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