RightCapital Financial Planning Software Announces Integration with FinFolio

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SHELTON, Conn. and DENVER, August 14, 2019 /PRNewswire-PRWeb/ — RightCapital, a next-generation financial planning tool for investment advisors, today announced an integration with FinFolio’s investment portfolio management software that simplifies wealth management for advisors.

Advisors who use RightCapital to help their investor clients with financial and tax planning will now be able to pull in daily account information and holdings data through the FinFolio platform, allowing advisors to work more efficiently and deliver real-time information to their clients.

“We are thrilled to partner with an innovative company like FinFolio,” said Shuang Chen, co-founder and CEO of RightCapital. “RightCapital is committed to helping advisors grow their business, and our robust platform integration now enables advisors working with FinFolio to deliver differentiated value to their clients.”

FinFolio has been selling portfolio management and trading software to professional wealth managers since 2008. FinFolio has embraced an expanded definition of portfolio management that includes billing, reporting, trading, rebalancing, mobile-ready client portals, and most other elements of an advisor’s back office.

“We are excited about the future of working with RightCapital” said Matt Abar, founder and CEO of FinFolio. “With RightCapital’s innovative financial planning software and FinFolio’s robust portfolio management tools, we can now provide our wealth managers a seamless, end-to-end tech solution.”

RightCapital’s financial and tax planning software helps advisors create robust retirement plans using advanced Monte Carlo simulations, optimize Social Security, offer tax-efficient drawdown strategies and Roth conversions, and manage their clients’ tax liabilities, budgets and debt pay-off strategies. The new integration will help advisors save valuable time and streamline their workflows by automatically updating client data and account values in RightCapital’s platform from FinFolio.

Advisors interested in a demo of the RightCapital platform can call (888) 982-9596 or email sales(at)rightcapital(dot)com.

Advisors interested in a demo of the FinFolio platform can call (720) 206-0660 or email sales(at)finfolio(dot)com

About RightCapital:
After 15 years working with financial advisors, RightCapital co-founders Shuang Chen, CFA® and Song Chen recognized how complex many of the industry’s leading financial planning software systems have become over time. Founded in 2015, RightCapital was created with the goal of developing next-generation financial planning software that advisors can use to simplify the financial planning experience for their clients with three main goals: an elegant, modern look and feel; interactive, easy to use tools that can be shared by advisors and clients; a rigorous and robust calculation engine that generates accurate results quickly. For more information visit, https://www.RightCapital.com.

About FinFolio
FinFolio develops and supports an extensible investment management software platform for financial professionals. FinFolio has embraced an expanded definition of portfolio management which includes a REST API (wealthlab.io), trading, rebalancing, billing, reporting, client data distribution and other elements of a financial adviser’s back office. FinFolio’s clients include investment advisers, financial planners and other wealth managers. For more information about FinFolio visit https://www.finfolio.com.

 

SOURCE RightCapital