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What is Xpand?

New recruits often need up to 20% additional time to reach their maximum productivity. When a disengaged new employee departs within their inaugural year, the financial implications can escalate to three times their annual salary. Poor onboarding practices can result in retention failure rates that soar beyond 50%. Employees who feel a strong connection to your brand tend to perform better and are more likely to stay with the company for a longer duration. It is vital to engage each new hire with a compelling brand experience right from the start. By integrating social interactions, lively multimedia content, and comprehensive action items, new hires can develop a stronger sense of purpose in their positions. Timely identification of any inadequacies in your onboarding and training processes is critical. Xpand offers the tools to capture essential insights on engagement levels, performance statistics, satisfaction rates, hiring sources, and other important metrics. By pinpointing areas in need of enhancement, hiring managers can access the information they need to implement prompt changes. Moreover, Xpand emphasizes measurable results, placing them at the core of your HR strategy, which guarantees that the onboarding journey is both efficient and impactful. Consequently, improving your onboarding process not only benefits new hires but also enhances overall organizational performance.

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.

Media

Media

Integrations Supported

Addepar
Agility
Altruist
AssetMark
Axos Invest
Betterment
Black Diamond Wealth Platform
Blueleaf
Bridge
CircleBlack
Envestnet | Tamarac
Fidelity
Interactive Brokers
Morningstar
Morningstar Advisor Workstation
N7 Nitrogen
Pulse
Redtail CRM
SmartOffice
Wealthbox

Integrations Supported

Addepar
Agility
Altruist
AssetMark
Axos Invest
Betterment
Black Diamond Wealth Platform
Blueleaf
Bridge
CircleBlack
Envestnet | Tamarac
Fidelity
Interactive Brokers
Morningstar
Morningstar Advisor Workstation
N7 Nitrogen
Pulse
Redtail CRM
SmartOffice
Wealthbox

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$139.95 per month
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

Xpand

Date Founded

2013

Company Location

United States

Company Website

xpand.io

Company Facts

Organization Name

RightCapital

Company Location

United States

Company Website

www.rightcapital.com

Categories and Features

Onboarding

Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management

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