Products
RightCapital, Commonwealth Partner on Financial Planning
RightCapital’s financial planning tool will integrate seamlessly into Commonwealth’s flagship system, Client360.
Reported by Lee Barney
“At RightCapital, we’re committed to reinforcing efficient financial planning solutions for the industry, helping advisers create effortless, yet cogent, financial plans,” says Shuang Chen, CEO of RightCapital. “By partnering with Commonwealth, we have the opportunity to help their affiliated advisers who are interested but not currently providing planning services.”