Case Study: Quarry Hill Advisors grows AUM by $30M with RightCapital

Quarry Hill Advisors increases AUM by $30M with RightCapital

Quarry Hill Advisors, a financial planning firm founded by Kyle Moore, CFP®, was challenged by using four separate software tools to create financial plans and tax strategies for clients. This inefficient process lacked a clean, visual interface to effectively demonstrate value to prospects and engage clients in productive conversations. Seeking a unified solution, the firm turned to RightCapital financial planning software.

By implementing RightCapital, the firm gained a single platform with powerful visualization tools and a simple onboarding process. This allowed them to show prospects the tangible value of their services and enabled clients to easily input their own data. As a result, Quarry Hill Advisors significantly grew its business, attributing a $30 million increase in assets under management in just one year directly to using RightCapital. The software also provided a qualitative improvement in client meetings and financial understanding.

Quarry Hill Advisors