RightCapital, a next-generation financial planning tool that provides advisors with the ability to create custom, comprehensive financial plans, has integrated with CircleBlack, a wealth management platform that provides financial advisors tools to manage their clients and portfolios while integrating a practice’s technology applications.
This new integration will allow advisors who use RightCapital to help their investor clients with financial and tax planning by being able to pull in daily account information and holdings data through the CircleBlack platform – allowing advisors to work more efficiently and deliver real-time information to their clients.
CircleBlack’s technology is designed to give advisors a complete 360-degree overview of every client’s portfolio, reporting, billing and rebalancing in one easily accessible location, and deliver actionable intelligence that can build trust between advisors and clients.
“We are excited to have RightCapital’s financial planning software integrated into CircleBlack. With our client app, held-away accounts are added just once by the client push to RightCapital, giving advisors an incredible leg up in creating a full-picture plan. The integration allows seamless movement for the advisor between a client portfolio on CircleBlack and their plan on RightCapital without the advisor having to search or open multiple tabs,” said John Michel, Chief Executive Officer of CircleBlack.
RightCapital’s financial and tax planning software helps advisors optimize Social Security, create retirement plans using advanced Monte Carlo simulations, offer tax-efficient drawdown strategies and Roth conversions, and manage their clients’ tax liabilities, budgets and debt pay-off strategies. The new integration will help advisors save valuable time and streamline their workflows by automatically updating client data and account values in RightCapital’s platform from CircleBlack.
“We are thrilled to partner with an innovative company like CircleBlack,” said Shuang Chen, co-founder and CEO of RightCapital. “RightCapital is committed to helping advisors grow their business, and our robust platform integration now enables advisors working with CircleBlack to deliver differentiated value to their clients.”
Founded by John Michel and a team of experienced professionals in 2014, CircleBlack provides financial advisors with technology that aggregates data, integrates other financial applications, provides actionable intelligence about client portfolios and helps advisors better manage clients’ wealth. CircleBlack’s platform leverages three pending patents that help sustain CircleBlack’s unique competitive advantages. CircleBlack believes in making wealth management better, for both the investor and the advisor. The platform is built for the 21st Century in a web-based application format that can be taken anywhere and accessed anytime, through a computer, tablet or smartphone. For more information, visit www.circleblack.com.
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.