Case Study: Alchemi Wealth streamlines client planning and migrates 900 accounts with RightCapital

Alchemi Wealth migrates 969 accounts to RightCapital in 30 seconds

Alchemi Wealth, a Connecticut-based financial firm, sought to replace an overly complicated financial planning system from their previous wirehouse environment. Their challenge was to find intuitive software that would simplify complex information for both advisors and clients, moving away from difficult-to-digest, lengthy reports. This led them to evaluate RightCapital.

The solution from RightCapital provided seamless data integration, especially from Charles Schwab, allowing for the easy migration of 969 client accounts. The software's ease of use led to quick adoption by all advisors. The results included the discovery of new client financial opportunities and a significant sense of relief for clients, who appreciated the comprehensive, easy-to-understand plans. RightCapital became one of the firm's most essential technology tools.

Alchemi Wealth