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What is RightCapital?

RightCapital's platform simplifies intricate financial situations, providing users with clarity, precision, and flexibility. It enables the presentation of diverse scenarios, allows for comprehensive stress tests, and more, helping clients visualize their ideal lifestyles, whether it be leisurely mornings on the golf course or relaxing afternoons at the beach. By effectively showcasing how a well-structured tax-efficient distribution plan can lead to significant savings, you will enhance their comprehension of withdrawal schedules and Roth conversion strategies. Furthermore, you can protect your clients from unforeseen challenges such as disability or death by evaluating their requirements in different situations and identifying pathways to success. Utilize our dedicated student loan module to assess and compare various repayment options, aiding clients in managing their student debt or that of their children. With RightCapital, you can be confident that you will gain the clarity, adaptability, and support necessary for developing impactful financial plans that align with your clients' dreams. Ultimately, your proactive approach and guidance will not only empower your clients but also inspire them to pursue their financial aspirations with newfound assurance. This comprehensive support ensures that your clients are well-equipped to navigate their financial futures.

What is EVAN360?

The EVAN360 platform allows organizations to create a customized support system that enables employees to easily connect with internal colleagues and external contractors for quick assistance. When employees ask questions, these inquiries are promptly routed to the right expert who can provide the correct answer on the first attempt. It is essential to ensure that seeking help does not interfere with your team's productivity. By immediately linking them to the appropriate individual, teams can receive swift responses, thereby boosting overall productivity. Essentially, EVAN360 acts as a conduit that connects those experiencing difficulties with those who have the expertise to offer solutions. This platform cultivates a unique support environment where team members can effectively help one another. With immediate access to a robust support network, productivity levels can be significantly enhanced, allowing teams to spend less time in uncertainty and more time focused on innovation, growth, and their current projects. Furthermore, it sheds light on issues that may have previously been neglected. By acquiring precise and relevant insights, your organization can make informed decisions that lead to remarkable advancements. In addition, EVAN360 not only streamlines problem-solving but also encourages a collaborative culture within the team, ensuring that every challenge is addressed efficiently and effectively.

Media

Media

Integrations Supported

Addepar
Agility
Altruist
AssetMark
Axos Invest
Betterment
Black Diamond Wealth Platform
Bridge
CircleBlack
Fidelity
FinFolio
Interactive Brokers
Morningstar
NetX360
Nitrogen
Orion
Pulse
SmartOffice
TD Ameritrade
Wealthbox

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

$139.95 per month
Free Version

Pricing Information

$10 per user per month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
Mac

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

RightCapital

Company Location

United States

Company Website

www.rightcapital.com

Company Facts

Organization Name

EVAN360

Date Founded

2017

Company Location

United States

Company Website

www.evan360.com

Categories and Features

Financial Analytics

Not specified

Categories and Features

Remote Support

Diagnostic Tools
Real-time Chat
Screen Sharing
Session Recording
Session Transfer
Surveys & Feedback

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