Advisor Success Stories
Hear how advisors like you are using RightCapital to make financial planning a breeze.
Nicole Burdick needed a more efficient, self-branded platform and found increased client satisfaction, student loan capabilities, and superior visualizations.
Jonny West uses RightCapital to highlight the impact of his services, convert prospects into valuable clients, and enhance client understanding and confidence.
Scott Frey switched from MoneyGuidePro and found more time to effect change, less “technical overhead”, increased collaboration, trust, and more.
Anthony Ferraiolo wanted a more client-focused software solution and found more engagement and innovations with RightCapital.
Cary Green and Jean Jacques Widmaier of Green Era Financial discuss the decision and process of moving their clients from eMoney to RightCapital.
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!
Maggie Johndrow—managing partner and financial advisor at Johndrow Wealth Management—uses RightCapital to help clients make the right choices for them.
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.
Derek Mazzarella used RightCapital to demonstrate to a prospect a $116,000 savings using a tax-efficient distribution strategy, winning him the business.
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.