RightCapital
Overview
Automatically pull and send client financial planning info to RightCapital.
What you need
- An active Feathery account and form
- An active RightCapital account
Background
RightCapital is a financial planning software designed for financial advisors. It provides tools for creating comprehensive financial plans, managing client data, and facilitating retirement planning. The platform focuses on features like tax-efficient withdrawal strategies, retirement income projections, and budgeting. It aims to help advisors engage clients through interactive planning and personalized insights, streamlining the financial planning process.
Benefits
Using RightCapital offers several benefits for financial advisors and their clients:
- Comprehensive Planning Tools: It provides features for retirement planning, tax planning, and cash flow analysis, allowing advisors to create detailed financial plans.
- User-Friendly Interface: The platform is designed to be intuitive, making it easier for advisors to navigate and present information to clients.
- Interactive Client Engagement: Advisors can engage clients through interactive dashboards and scenarios, helping them visualize their financial futures.
- Tax Optimization Strategies: RightCapital offers tools to analyze and implement tax-efficient withdrawal strategies, potentially enhancing clients’ financial outcomes.
- Real-Time Collaboration: Advisors and clients can collaborate in real-time, making it easier to adjust plans based on changing circumstances.
- Compliance and Security: The platform adheres to industry regulations and employs security measures to protect sensitive client information.
- Integration with Other Tools: RightCapital can integrate with various CRM and financial software, streamlining workflows and data management.
- Customizable Reports: Advisors can generate personalized reports that meet their clients’ specific needs, enhancing communication and understanding.
Overall, RightCapital aims to improve the financial planning process, making it more efficient and engaging for both advisors and clients.
How to set up
Navigate to the Feathery form that you want to connect to RightCapital. Click on the Integrations tab.
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Open the RightCapital integration and choose the Feathery form event to trigger the RightCapital action. Your options are when a step is loaded or submitted, a field value is changed, or the form runs into an error.
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Authorize and connect your RightCapital account.
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Choose which RightCapital financial records you'd like your Feathery fields to map to and whether they should be pulled, created, or updated.
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Click Connect. Your integration is now live and ready to go!
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What’s a Rich Text element?
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
Static and dynamic content editing
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
How to customize formatting for each rich text
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the
"When inside of" nested selector
system.
This is a H6
- This is a list item
- This is another list item here
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