News
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PRESS RELEASE
RightCapital Announces Tax Strategy Module, Generating Optimal Tax-Adjusted Portfolio Values with One-Click
RightCapital introduces a new tax strategy module for financial advisors, optimizing asset location, withdrawal, and Roth conversion strategies for clients. The tool aims to enhance advisor-client relationships and provide tailored financial advice -
PRESS RELEASE
RightCapital Introduces RightFlows(TM), the Industry’s First Financial Planning Workflow Tool with Direct Client Collaboration
RightCapital introduces RightFlows, the industry's first financial planning workflow tool that helps financial advisory firms scale financial plan implementations and manage planning processes consistently and efficiently across the organization by automating tasks for advisors, assistants, and clients. RightFlows is designed to incorporate direct collaboration with clients, providing time savings for advisors and ensuring consistent financial planning processes across the organization. It is available for a free trial and can be purchased as an add-on to RightCapital's core financial planning software platform. -
