Grow your practice with RightIntel™

Transform your client data into actionable intelligence

Stay on top of your business metrics and client needs


See a visual summary

of your key business

metrics in one place

Client Overview

Analyze clients by various

attributes, insurance

types and activities


Anticipate client needs

based on cash on hand,

debt, key events and more

RightIntel Dashboard

See a clean, visual summary of your key business metrics such as the total number of clients, total invested assets, top clients by net worth and more.

RightIntel Client Overview

Sort clients by attributes such as net worth, invested assets and open tasks; see different types of insurance coverage across clients; and view recent client activities.