Company Tagline
Financial planning software done right
Industry Category
Business Keywords
Company Description
RightCapital is a leading provider of financial planning solutions, empowering financial advisors to enhance their practices and guide clients toward financial prosperity. With a focus on innovation and user satisfaction, RightCapital delivers comprehensive tools and resources designed to streamline financial planning processes and optimize client outcomes.
Located at 1 Enterprise Dr, Shelton, Connecticut 06484, US, RightCapital offers a suite of features including tax-efficient strategies, retirement planning, insurance needs evaluation, and social security optimization. RightCapital is dedicated to equipping advisors with the capabilities to address diverse client needs and achieve financial goals effectively.
RightCapital continues to expand its offerings and solidify its position as a trusted partner for financial professionals. We invite the management team at RightCapital to further enrich our platform with a customized company showcase and detailed product listings.
RightCapital est un fournisseur leader de solutions de planification financière, permettant aux conseillers financiers d'améliorer leurs pratiques et de guider leurs clients vers la prospérité financière. En mettant l'accent sur l'innovation et la satisfaction des utilisateurs, RightCapital offre des outils et des ressources complets conçus pour rationaliser les processus de planification financière et optimiser les résultats pour les clients.
Situé au 1 Enterprise Dr, Shelton, Connecticut 06484, US, RightCapital propose une suite de fonctionnalités, notamment des stratégies fiscalement avantageuses, la planification de la retraite, l'évaluation des besoins en assurance et l'optimisation de la sécurité sociale. RightCapital se consacre à doter les conseillers des capacités nécessaires pour répondre aux divers besoins des clients et atteindre efficacement leurs objectifs financiers.
RightCapital continue d'élargir son offre et de consolider sa position en tant que partenaire de confiance pour les professionnels de la finance. Nous invitons l'équipe de direction de RightCapital à enrichir davantage notre plateforme avec une vitrine d'entreprise personnalisée et des listes de produits détaillées.
Key Personnel / Employees
Compare Companies Side by Side
Compare RightCapital with 3 companies in Financial-Services
| Comparison Field |
RightCapitalMain Company |
Amanda Redman Financ...View Profile |
SG Wealth Management...View Profile |
Consolidated Wealth...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2013 | 2001 | 2005 |
|
Company Size
|
— | 2-10 | 11-50 | 11-50 |
|
City
|
Shelton, Connecticut | Tonbridge , Kent | Kloof , KZN | |
|
Country
|
United States | |||
|
Skills & Keywords
Comparing with main company
|
14 Total Skills
Financial Planning Software
Financial Advisors
Retirement Planning
Tax-Efficient Strategies
Insurance Evaluation
Financial Solutions
Wealth Management
Retirement planning
Insurance Needs Evaluation
Financial planning
Social Security Optimization
Estate Planning
Budgeting Tools
Student Loan Management
|
12 Total
12 Unique
Unique Skills:
Corporate pensions
Corporate planning
Defined benefit pensions
Estate planning
Final salary pensions
Financial management
+6
|
10 Total
10 Unique
Unique Skills:
Business Protection
Chartered Financial Planning
Corporate Services
Employee benefits
Financial Wellbeing & Education
Inheritance Tax Planning
+4
|
6 Total
1 Common
5 Unique
Match
7%
Common Skills:
Wealth Management
Unique Skills:
Disability insurance
Investments
Life assurance
Savings
Wills
|
4
Total Companies2001
Oldest Founded1
Countries41
Unique SkillsSimilar Companies
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Alternative Company Names
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