Drive firm success as an enterprise partner
A partnership tailored with tools and resources to achieve each firm's version of success
What a partnership with RightCapital can look like for you
Seamless Advisor Adoption
Increase team adoption with dedicated onboarding, support, & training resources
Scalable Compliance
Maintain compliance across your organization through a centralized space
Firm Growth Enablement
Leverage firm insights to identify and support growth initiatives across the team
Cross-Team Collaboration
Ensure smooth operations by easily managing team setups across firms.
Firm-Level Insights
Uncover analytics on firms' books of business, planning opportunities, and advisor engagement. Dive deeper into each advisor’s metrics to see tailored insights.
Consolidated Billing
Organize billing with one payment date and invoice for all advisor and assistant licenses.
Enterprise SSO & API Offerings
Single Sign-On can be available as an additional layer of security. API offerings allow for the seamless connection of firm technology and RightCapital.
Firm Templates & Controls
Offer firm-wide resources, standardization, and starting templates to ensure new and existing advisors are set up for continued success.
Centralized Compliance Tracking
One dedicated space to efficiently monitor and guide all team initiatives and activities.
Industry-Leading Financial Planning Software
Start Driving Client Success Today
- 20-minute 1:1 virtual demo
- 14-day free trial
- Ask any questions