RightCapital Launches Tool to Build Individual Financial Plans

RightCapital Inc. launched a tool, RightExpress, that helps advisers build individualized retirement plans and other “focused, actionable” financial plans with limited onboarding of clients.

According to a statement from RightCapital, which partnered last month with the AI solutions firm Jump, advisers and their clients can create plans in six core areas—Social Security, retirement, debt, risk, vault and tasks—with two or three data entry steps in each area.

The program can also create reports using data visualizations and relevant disclosures. At any point, advisers can convert RightExpress plans into full RightCapital plans by adding in further information about clients’ financials.

“We have set out to transform how advisers can enhance and scale their prospecting processes,” said Shuang Chen, RightCapital’s co-founder and CEO, in a statement. “This new approach will optimize how quickly advisers deliver value to prospects.”

RightExpress is available to all advisers with RightCapital Premium and Platinum subscriptions.