RightCapital aims to provide a next generation financial and tax planning solution that enables financial advisors to engage their clients in the planning process. The solution is highly interactive and designed to promote collaboration. RightCapital's features allow advisors to serve baby boomers and high-net-worth clients, while the sleek design and ease of use help engage and serve younger generations.
Integration Features
  • Access critical Veo client data such as account information, balances, positions and history
  • Leverage Veo client data to create comprehensive financial planning and tax planning, monitor the plan and client's progress in real time and continue to engage clients
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