RightCapital Announces Integration with Shareholders Service Group

NEW HAVEN, Conn. and SAN DIEGO, Dec. 15, 2017 /PRNewswire-iReach/ — RightCapital, a next generation financial planning tool that allows financial advisors to do more planning in less time through its innovative features, today announced a full integration with Shareholders Service Group (SSG), a brokerage and custodial service provider that specializes in meeting the unique investment and technology needs of independent investment advisors and their clients.

As a result of this integration, advisors using SSG can now offer their clients goals-based and cash flow-based plans, detailed tax projections, and multiple scenario comparisons that are designed to create a more interactive, and informative client experience.

“Advisors working with SSG are always looking to efficiently grow their firm with technology serving as a critical component in their business plan,” said SSG President Dan Skiles. “This new integration with RightCapital fits perfectly with realizing this goal.”  

Using RightCapital, advisors working with SSG can perform retirement planning Monte Carlo simulations, Social Security optimizations, and systematic stress tests. Other unique features include:

Simulation of tax projections and tax-efficient distribution strategies to help clients better manage tax liability

Unique Medicare Module to assist with enrollment process

Seamless account aggregation and collection of holding information from thousands of financial institutions

Budgeting, cash flow analysis and debt management

We are very excited about our new partnership with an industry leader like SSG,” said Shuang Chen, co-founder and CEO of RightCapital.“We are confident our robust platform integration will help advisors working with SSG streamline the financial planning process and deliver differentiated value for their clients.”

Advisors interested in a demo of the RightCapital platform can call (888) 982-9596 or email sales@rightcapital.com
 

About RightCapital:
After 15 years working with financial advisors, RightCapital co-founders Shuang Chen, CFA® and Song Chen recognized how complex many of the industry’s leading financial planning software systems have become over time. Founded in 2015, RightCapital was created with the goal of developing next generation financial planning software that advisors can use to simplify the financial planning experience for their clients with three main goals: an elegant, modern look and feel; interactive, easy to use tools that can be shared by advisors and clients; a rigorous and robust calculation engine that generates accurate results quickly. For more information visit, www.RightCapital.com

About Shareholders Service Group
Shareholders Service Group (SSG) provides brokerage and custodial services exclusively for independent registered investment advisors (RIAs). SSG provides a full range of brokerage and back office service and support with a robust technology platform, access to a full suite of investment vehicles, and a highly experienced service team that only serves independent RIAs. The company was founded in 2002, and currently serves over 1,500 advisory firms throughout the country. The management team began serving independent RIAs in the late 1980s.

RightCapital, Inc. Media Contact:
Shuang Chen
203-513-8220
shuang.chen@rightcapital.com

Sharholders Service Group Media Contact:
Barry Boyte
858-530-1031
bboyte@ssginstitutional.com

Media Contact: Shuang Chen, RightCapital, 773-835-2269, shuang.chen@rightcapital.com

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SOURCE RightCapital