Comprehensive Financial Planning Solution
Right Capital is the financial planning vendor we are now using. Right Capital has an APP available for download in the app store. It is very detailed, but in doing so, requires many data points to be as accurate as possible. Clients should only use this if they want comprehensive financial planning. Otherwise, the Capitect platform allows basic goal setting and aggregation of assets and liabilities. The Capitect platform is mostly intended to provide net worth, performance reporting, and billing transparency. Please contact me if you’re interested in comprehensive financial planning.