Iris™ AI planning agent: Unlock a deeper level of financial planning
Combine your planning expertise with AI efficiency to save time while delivering high quality plans
Turn planning clarity into high quality outcomes
Insights From Client Plan Data
Gain insights grounded in real-time numbers from the client's financial plan
Quality at Scale
Build comprehensive financial plans efficiently, without sacrificing the depth of thorough reviews
Planning Concerns Solved Faster
Review planning concerns with the context needed to act on them within one space
Double Check
Surface planning concerns with Double Check, such as missing cost basis on a brokerage account or duplicated expense entries, with context on how each issue could impact the plan. Efficiently correct course in the same window, protecting plan accuracy without slowing the planning process down.
Cash Flow Reviews
Gain a deeper understanding of each client's financial plan with considerations drawn from their cash flow projections. Iris AI surfaces the wins and pitfalls, such as steep asset withdrawal spikes, and points out what triggers them. See how each concern shapes long-term financial well-being to easily decide the best way to address it.
Plan Builder
Tailor each client's Probability of Success with insights from Iris. Set the target Probability of Success and the action items the client feels comfortable adjusting, such as retirement age and expenses. Iris outlines options for the current or proposed plans. Use Iris' findings to shape the strategy that best fits each individual client's needs.
Find Opportunities
Explore more planning angles and opportunities in a single pass. Indicate the areas worth focusing on, from estate to business planning and beyond, Iris will outline dynamic strategies tailored to that client's plan. Evaluate the findings and ask Iris questions about any strategy to pinpoint the right opportunities faster than ever.
Ask Iris Anything
Move from question to insight without ever leaving the client’s plan. Ask Iris AI questions about a client's financial plan to get thorough answers. Whether it's a simple request for a quick plan summary, or a nuanced question around why a client's tax rate spikes at age 75, Iris provides in-depth responses.
Security at its Core
Plan with confidence knowing every Iris AI conversation is unique to the individual client plan and that client data is never used to train the AI. All outputs are derived from RightCapital's calculation engine. Iris AI is a closed, proprietary system built entirely by RightCapital.
Smarter Data Entry
Smart Import™ extracts key planning data from client documents and translates it into planning inputs. Combined with Iris AI, the two support the entire client planning lifecycle, from data entry and plan reviews to enhanced planning outcomes.
Start Driving Client Success Today
- 20-minute 1:1 virtual demo
- 14-day free trial
- Ask any questions