RightCapital
https://www.rightcapital.com/
Financial Planning
RightCapital is a next generation financial planning software that allows advisors to do more planning in less time with its innovative features. A user-friendly interface and interactive, easy to use features help advisors differentiate their value and simplify the financial planning experience for clients. A rigorous and robust calculation engine generates results quickly and accurately, providing confidence and flexibility for advisors.
Data into Capitect
None
Data from Capitect
- All client accounts
- Daily balances
- Daily positions