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

Millennium Planning Group saves $8,400 a year with RightCapital

Millennium Planning Group, an independent RIA founded by Michael Whitman, faced significant challenges with an inefficient and costly technology stack. The firm was overspending on multiple redundant platforms, which led to a complex and disconnected client onboarding process involving numerous emails and links. To address this, they implemented the financial planning software from RightCapital.

By switching to RightCapital, Millennium Planning Group was able to consolidate five different platforms into just two: RightCapital and their custodian, SEI. This solution streamlined the onboarding process to two simple touchpoints and integrated a risk assessment module directly into the planning software. As a result, RightCapital helped the firm save $8,400 annually in technology costs while significantly improving operational efficiency and the client experience.

Millennium Planning Group