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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 Pepper?

Pepper strengthens the capabilities of asset and portfolio managers by delivering data that optimizes return on investment while maintaining compliance with regulations and security measures. As a premier cloud-native investment data platform, Pepper integrates powerful CRM and analytics functionalities, which simplify the management of investment portfolios. Designed by seasoned experts in partnership with alternative asset managers, Pepper prioritizes integrity and transparency in the investment management landscape. By utilizing deal data, Pepper enables swift and lucrative deal-making, enhances portfolio performance, and alleviates the challenges associated with investing. Our platform consistently proves its effectiveness in increasing ROI while reducing risk exposure. Furthermore, Pepper provides alternative asset managers with critical insights into investor preferences related to their investments, portfolios, and returns. With our holistic data platform, we strive to significantly enhance your storytelling capabilities for investors. In addition to these features, our extensive data management solution streamlines the process of adhering to complex compliance demands, establishing itself as an essential resource for contemporary investment management practices. Ultimately, we are committed to equipping our users with the tools necessary for success in an ever-evolving financial landscape.

Media

Media

Integrations Supported

Addepar
Agility
AssetMark
Axos Invest
Betterment
Blueleaf
CircleBlack
Fidelity
FinFolio
Interactive Brokers
Morningstar
Morningstar Advisor Workstation
N7 Nitrogen
NetX360
Nitrogen
Orion
Pulse
Redtail CRM
SmartOffice CRM
Tamarac

Integrations Supported

Addepar
Agility
AssetMark
Axos Invest
Betterment
Blueleaf
CircleBlack
Fidelity
FinFolio
Interactive Brokers
Morningstar
Morningstar Advisor Workstation
N7 Nitrogen
NetX360
Nitrogen
Orion
Pulse
Redtail CRM
SmartOffice CRM
Tamarac

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

Pepper

Company Location

United States

Company Website

onpepper.com

Categories and Features

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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