Advisor Success Stories
Learn how advisors and firms use RightCapital to grow their practices.
Scott Frey switched from MoneyGuide and found more time to effect change, less “technical overhead”, increased collaboration, trust, and more.
Derek Mazzarella used RightCapital to demonstrate to a prospect a $116,000 savings using a tax-efficient distribution strategy, winning him the business.
Nicole Burdick needed a more efficient, self-branded platform and found increased client satisfaction, student loan capabilities, and superior visualizations.
Since adopting RightCapital, AXIOM has translated complex tax, estate, and charitable strategies into visuals that clients grasp in minutes.
A planning-first philosophy can drive meaningful growth. Patrick Williford's practice grew 166% over three years by leading with the plan.
Cary Green and Jean Jacques Widmaier of Green Era Financial discuss the decision and process of moving their clients from eMoney to RightCapital.
Michael Whitman realized how RightCapital enables him to better serve his clients, while consolidating his in-house tech stack, saving $8,400 a year.
Katherine Fox demystifies the intricate financial situations of current and future inheritors without inundating them with too much information.
Laura Davis guides clients to understand how minor adjustments could significantly benefit their future financial health and stability.
Brooke Martinez took her time researching different financial planning tools and ultimately chose RightCapital because of a few “non-negotiables”.
Alchemi Wealth shares how they migrated 900 clients due to RightCapital's integrations and experienced easy adoption of RightCapital by their advisors.
Darin Tuttle shares how RightCapital gave him the confidence to charge for a financial plan and that it's the only software he can run live with a client.
Warren Duthie discusses RightCapital's visualizations, exceptional speed, and the growth in AUM he's seen since integrating RightCapital.
Leveraging RightCapital, the Optima Capital Management team has impressively achieved an AUM of $75 million in just a few years.
Jonny West uses RightCapital to highlight the impact of his services, convert prospects into valuable clients, and enhance client understanding and confidence.
Anthony Ferraiolo wanted a more client-focused software solution and found more engagement and innovations with 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.
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.