RightCapital made an exciting announcement today, and we couldn't be happier to share it. With a single click, advisors can now send model portfolios and Risk Numbers straight into RightCapital. See below for the full release and a link to register for the integration webinar.
RightCapital and Riskalyze Announce Integration
Riskalyze Users Now Can Share Data with RightCapital’s innovative financial planning solution
NEW YORK, Sept 13 – Riskalyze, the world’s first Risk Alignment Platform, and RightCapital, the next generation financial and tax-planning platform, announced an integration to allow sharing of client data between the applications. Financial advisors using RightCapital and Riskalyze will have the capability to send all model portfolios and Risk Numbers® directly from Riskalyze to RightCapital with a single click.
“We are extremely excited about our integration with Riskalyze. Riskalyze is the leading risk assessment platform. RightCapital is the fastest growing financial planning technology that combines ease-of-use with robust financial and tax planning capability. The integration between two platforms will enable advisors evaluate a client’s risk profile and create a holistic financial plan efficiently,” says Shuang Chen, CEO of RightCapital.
“We’re thrilled to integrate with a great entrepreneurial company like RightCapital that shares our commitment to equipping advisors to better serve clients,” said Aaron Klein, CEO at Riskalyze. “We’re excited to see advisors build fearless investors by easily leveraging the Risk Number from within RightCapital.”
RightCapital and Riskalyze will host a webinar on Friday, Sept 16th at 2PM ET where they will showcase their new integration. Click here to register for the webinar.
Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform, empowers advisors to execute the digital advice business model with Autopilot, and enables compliance teams to spot issues, develop real-time visibility and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms today use Riskalyze to align the world's investments with each investor's Risk Number. To learn more, visit www.riskalyze.com.
About RightCapital, INC.
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; rigorous and robust calculation engine that generates accurate results quickly. For more information visit, www.RightCapital.com.
RightCapital / Riskalyze Integration Webinar
Fri, Sep 16, 2016 11:00 AM - 11:30 AM PDT