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Michael Kitces Ryan Townsley
+2 more
Liz Miller Nima Jalali

RightCapital

Software

3 creators

Financial planning, with paraplanner access

"They just have access to RightCapital and Holistiplan... Although I know that RightCapital is also building out their own functionality to be able at some point to kind of look at those docs as well from an AI perspective."

Michael Kitces

Ep 511: Outsourcing And Managing Client Headcount To Stay Lean As A Two-Founder, $150M Firm with ... ▶ 41:20
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Comprehensive financial planning for both retirees and accumulators; building plans alongside Holistiplan for tax planning; used in tandem with MoneyGuide for nuclear-engineer-style redundancy

"We're making the migration over to Right Capital. They're always adapting, adding more features, keeping up with the times. It's evolved beyond where MoneyGuide was able to take us. It's also a little bit better for accumulators, and we are starting to see ..."

Ryan Townsley

Ep 499: 4Xing To $200M AUM In 4 Years While Staying Lean By Leveraging AI, Technology, And Outsou... ▶ 42:10

Creating financial plans and scenarios for G2 clients

"We use RightCapital. We're very pleased with it. Years ago we used eMoney. We were happy with the move to RightCapital."

Liz Miller

Ep 490: Attracting And Retaining HNW Clients By Being More Available For Their Multigenerational ... ▶ 21:10
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Products are related to this topic through catalog tags. Quotes describe the creator’s stated use; they are not necessarily recommendations for this topic.

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