Interested in seeing the highest-rated financial planning software on the market? You can easily sign up for a one-on-one virtual demo with a member of our Sales Team, at a time that works best for your schedule. Your time is valuable, which is why the 20 minutes devoted to the demo are tailored to address your unique needs as a financial planner. We encourage you to ask as many questions as you have or provide context on what you specialize in so that way your meeting will be completely unique to you.

Let us get to know you

RightCapital’s goal is to keep it simple for you and your clients. During the first few minutes, you will be greeted by one of our Sales Executives who will guide you through the software. This is the point in the demonstration where our people get to know your people. As you elaborate on your planning philosophy, we will illustrate how RightCapital can fit into your practice and provide additional value.

After seeing how RightCapital can transform your practice and client relationships, our team can then walk through how to leverage our 40+ integration partners to have direct data feeds to accounts you manage and to make the data entry process even easier. Those coming from the eMoney platform can efficiently transfer existing client plans from eMoney reports into RightCapital using our optical character recognition (OCR) technology.

Then, get to know us

As one of our Sales Executive Managers, Chi Lam, says, “RightCapital is your ecosystem”. You can create simple or complex plans based on your needs, while also being able to dive deeper into analytics on your book of business, efficiently generate prospecting initiatives, and more. Through this part of the demo, you will see the ease of creating financial plans and illustrating different scenarios to your clients.

The first course of action is setting up your client within the system through six easy steps. This is where you input a client’s family profile, income streams, savings, expenses, and more. The more data that you are able to track in the software, the more comprehensive of a plan you can create.

You will also be introduced to our mobile app and the client access portal. These will become invaluable features to help you engage with your clients.

Let’s go deeper

Now that you have a high-level overview of the platform and everything it has to offer, you’ll take a guided tour through our different modules such as investment, retirement, insurance, education, tax, and estate planning. This is a great opportunity to ask “what if” scenarios and see in real time how to model what you are looking to demonstrate to your own clients.

You’ll also learn how to interact with our highest-rated-in-industry support team. They are available from 9 am to 6 pm ET via phone, email, scheduled calls, or in-platform chat support.

Once you complete your demo, you will have access to a free 14-day trial of the platform so you can experiment on your own and see how RightCapital can complement your practice. We’ve written a comprehensive guide on how to make the most of your trial so you don’t miss out on anything in the platform before making the important decision to subscribe.

Now, let's schedule that demo: