Advisor Success Stories
Hear how advisors use RightCapital to make financial planning a breeze.
Featured
Matt Fortney’s practice has maintained a 100% retention rate with all clients who have worked on a plan with them through RightCapital over the last 4+ years.
Derek Mazzarella used RightCapital to demonstrate to a prospect a $116,000 savings using a tax-efficient distribution strategy, winning him the business.
When founding his own RIA after working for a large firm, Andrew Mastro had the opportunity to find “the very best financial planning software” on behalf of clients.
Maggie Johndrow—managing partner and financial advisor at Johndrow Wealth Management—uses RightCapital to help clients make the right choices for them.
When Kyle Moore of Quarry Hill Advisors chose RightCapital, he had no idea that this decision would make a $30M difference for his practice in just one year!