Case Study: Planful achieves more client engagement and time savings with RightCapital

Planful cuts client software explanation time to a few minutes with RightCapital

Planful, a financial advisory firm, faced challenges with their previous software, MoneyGuidePro. The advisor, Scott Frey, found its outdated and unintuitive user interface required extensive explanations during client meetings, wasting valuable time and sometimes even necessitating him to vouch for the software's reliability. This hindered their ability to focus on impactful, behavioral conversations with clients. Seeking a better solution, the firm switched to RightCapital financial planning software.

By implementing RightCapital, Planful gained a modern, intuitive platform that explains itself to clients, eliminating the need for lengthy walkthroughs. This allowed the advisor to spend more time influencing client behavior and modeling different scenarios quickly. The results included significant time savings, increased client engagement and trust, and an easier transition process. RightCapital's responsive and collaborative approach to advisor feedback also built strong trust with the firm.

Planful