Case Study: AdvicePeriod Boosts Client Engagement with RightCapital

AdvicePeriod boosts client engagement with RightCapital in 3 years

AdvicePeriod, a financial advisory firm, faced the challenge of using financial planning software that was overly complex and advisor-focused rather than client-focused. Their partner advisor, Anthony Ferraiolo, sought a solution from RightCapital that would simplify the process and prioritize client engagement and understanding.

RightCapital provided a client-centric financial planning platform that significantly increased client interaction. Key features like the Snapshot report and Tasks tool led to higher login rates and better client collaboration. The solution also offered innovative and easy-to-use tools for stress testing and equity compensation planning, resulting in a more efficient and impactful advisory process for AdvicePeriod.

AdvicePeriod