Case Study: Wrought Advisors achieves clearer client planning and major debt savings with RightCapital

Wrought Advisors puts $30,000 back in clients’ pockets with RightCapital

Wrought Advisors, a fee-only financial planning firm founded by Andrew Mastro, faced the challenge of using a legacy platform that produced lengthy, static reports. This made it difficult for clients to understand their financial plans and for the advisor to demonstrate his value-add or answer "what-if" questions clearly during meetings. To address this, the firm sought out the best financial planning software and selected RightCapital.

By implementing RightCapital's financial planning software, Wrought Advisors gained a dynamic and aesthetically pleasing platform. The solution's tools, including its debt management and Roth conversion features, allowed the advisor to easily model proposals and visually demonstrate the financial impact of his advice. This resulted in clients seeing major savings, with one couple saving an estimated $30,000 and another saving hundreds of thousands of dollars. RightCapital also provided time-saving efficiencies through its integrated task management and file-sharing systems.

Wrought Advisors