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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 Koyfin?

Koyfin serves as a worldwide analytics platform designed for the research and comprehension of various markets. Our platform, which is supported by Capital IQ, is relied upon by over 300,000 investors, providing insights that range from detailed bottom-up fundamentals to overarching top-down macro analysis. We deliver comprehensive global access to equities, along with tools for analyst estimates, transcripts, filings, screeners, financial data, charting capabilities, and customizable macro dashboards. In essence, Koyfin equips investors with a robust suite of resources to navigate the complexities of the financial landscape effectively.

Media

Media

Integrations Supported

Addepar
Altruist
AssetMark
Axos Invest
Betterment
Blueleaf
Bridge
CircleBlack
Envestnet | Tamarac
Fidelity
FinFolio
Interactive Brokers
Morningstar
Morningstar Advisor Workstation
N7 Nitrogen
NetX360
Nitrogen
Redtail CRM
SmartOffice
TD Ameritrade

Integrations Supported

Addepar
Altruist
AssetMark
Axos Invest
Betterment
Blueleaf
Bridge
CircleBlack
Envestnet | Tamarac
Fidelity
FinFolio
Interactive Brokers
Morningstar
Morningstar Advisor Workstation
N7 Nitrogen
NetX360
Nitrogen
Redtail CRM
SmartOffice
TD Ameritrade

API Availability

Has API

API Availability

Has API

Pricing Information

$139.95 per month
Free Trial Offered?
Free Version

Pricing Information

Free
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site 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

Koyfin

Date Founded

2016

Company Location

United States

Company Website

www.koyfin.com

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