Products November 14, 2018
RightCapital, Commonwealth Partner on Financial Planning
RightCapital’s financial planning tool will integrate seamlessly into Commonwealth’s flagship system, Client360.
Reported by Lee Barney
RightCapital has partnered with Commonwealth Financial Network to offer financial planning solutions to advisers. The RightCapital financial planning tool will integrate seamlessly into Commonwealth’s flagship system, Client360. This will enable Commonwealth advisers to create financial plans more efficiently, including retirement income withdrawal strategies and Roth IRA conversions. It also includes a Medicare module.
“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.”
“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.”