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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 Liscio?

Many businesses find themselves in a frustrating position, waiting for clients to send vital documents, which can lead to wasted time as they sift through various platforms for essential files. Rather than persistently chasing clients for these documents, consider providing them with a convenient and secure mobile application designed for file sharing, which they will likely appreciate. With Client Experience 2.0™, driven by Liscio, accountants and bookkeepers can markedly boost their productivity. Liscio acts as a modern, secure mobile platform that enhances communication with clients and allows for the safe exchange of sensitive information, including important documents and eSignatures, all while on the go. Given that many clients prefer texting, urgent issues can often be lost amidst the clutter of email inboxes. Liscio’s Real-Time Messaging offers a secure and direct link between you and your clients, keeping you informed about all interactions with clear tracking of progress and accountability. Moreover, client-specific tasks come with text alerts and automated reminders for overdue items, ensuring that clients stay organized and updated. This efficient approach not only fosters better communication but also enriches the overall client experience, making your firm quicker and more adept at meeting client demands. By embracing such innovative solutions, you can transform your client interactions and significantly enhance your operational efficiency.

Media

Media

Integrations Supported

Addepar
Altruist
AssetMark
Betterment
Black Diamond Wealth Platform
Blueleaf
Bridge
CircleBlack
Envestnet | Tamarac
Fidelity
FinFolio
Interactive Brokers
Morningstar Advisor Workstation
N7 Nitrogen
NetX360
Nitrogen
Redtail CRM
SmartOffice
TD Ameritrade
Wealthbox

Integrations Supported

Addepar
Altruist
AssetMark
Betterment
Black Diamond Wealth Platform
Blueleaf
Bridge
CircleBlack
Envestnet | Tamarac
Fidelity
FinFolio
Interactive Brokers
Morningstar Advisor Workstation
N7 Nitrogen
NetX360
Nitrogen
Redtail CRM
SmartOffice
TD Ameritrade
Wealthbox

API Availability

Has API

API Availability

Has API

Pricing Information

$139.95 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Liscio

Date Founded

2017

Company Location

United States

Company Website

liscio.me

Categories and Features

Categories and Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

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