Buyer Fit
Target firm types
- RIAs
Target firm size
- Mid-Size
- Small
- Solo
Product Description
Product Positioning
Modern financial planning platform for RIAs with goals-based modeling tax planning and client collaboration tools.
Description
RightCapital provides goal-based financial planning and retirement income analysis with tax planning tools and a client-facing portal with integrations to major CRMs and custodians.
Integrations
RightCapital has 49 integrations in our directory
Search below to find what you're looking for
- Addepar Level 3
- Advisor360 Level 3
- Advisor Center Level 3
- Advyzon Level 4
- Albridge Level 3
- Allianz Annuities Level 3
- Altruist Level 3
- Apex Clearing Level 3
- AssetMark Level 3
- Axos Advisor Services Level 3
- Betterment For Advisors Level 3
- Black Diamond Level 4
- blueleaf Level 3
- Broadridge Level 3
- Capitect Level 3
- CircleBlack Level 3
- Fidelity (National Financial) Level 3
- Flourish Cash Level 3
- Goldman Sachs Custodial Solutions Level 3
- Interactive Brokers Level 3
- Jackson National Annuities Level 3
- LPL ClientWorks Level 3
- MaxMyInterest Level 3
- Morningstar Office Level 3
- Nitrogen Wealth Level 3
- Orion Advisor Services Level 3
- Panoramix Level 3
- Pershing Level 3
- Raymond James Level 3
- RBC Black Level 3
- Redtail Level 4
- Schwab Level 3
- SEI Wealth Level 3
- SmartOffice Level 3
- SSG Institutional Level 3
- Tamarac Level 3
- TradePMR Level 3
- WealthAccess Level 3
- Wealthbox Level 4
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests), Other
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth
Data refreshed live via API
Yes
Developer portal exists
No
Developer sandbox URL
No
