Advisor's Game-Changer: Rightcapital Debuts Rightexpress, A Solution for Crafting Tailored, Practical Strategies for Potential Clients
RightCapital's New Offering, RightExpress, Transforms Financial Advisor Prospecting
RightCapital, a leading financial planning software, has announced the launch of a new offering called RightExpress. This innovative tool is designed to revolutionize the way financial advisors engage with prospects, making the process more efficient and effective [1][2][4].
RightExpress allows advisors to develop focused, topic-specific financial plans with minimal data input. Advisors and prospects enter just 2-3 data points per selected module, such as Social Security, Retirement, Debt, Risk, Vault, or Tasks, enabling plans to be built swiftly without extensive onboarding [1][2].
One of the key benefits of RightExpress is the immediate value it delivers. By providing tailored, preliminary financial plans that address prospects' most pressing needs from the first interaction, engagement and trust are enhanced [2][3]. These plans can easily be upgraded to full RightCapital financial plans by adding more detailed client information, streamlining the onboarding process [1][2].
RightExpress also offers comprehensive reporting and visualizations, generating complete reports with data visualizations and relevant disclosures. This supports clear communication and regulatory compliance from the start [1][2].
This combination transforms prospecting from a lengthy, data-heavy process into a streamlined, value-driven experience, helping advisors build client relationships faster and more effectively [1][4]. RightExpress is included with RightCapital Premium and Platinum subscriptions, extending advanced planning capabilities to advisors in a prospecting context [1].
Advisors can register for RightCapital's virtual event, RightInsights, to learn more about growing and scaling their practices. This event will take place on August 20, 2025, and will feature speakers such as Drew O'Hearn, Senior Director and Head of Account Management at Cerulli Associates, and Adam Van Deusen, CFP®, Associate Financial Planning Nerd at Kitces.com [6].
For more information about RightExpress or RightCapital, visit their website at https://www.rightcapital.com or contact RightCapital Sales at [email protected] or (888) 982-9596 Opt. 1. For media inquiries, contact [email protected] [7].
[1] RightCapital. (2022). RightCapital Launches RightExpress to Transform the Advisor Prospecting Process. [Press Release]. [2] RightCapital. (n.d.). RightExpress. Retrieved from https://www.rightcapital.com/rightexpress/ [3] RightCapital. (n.d.). RightInsights. Retrieved from https://www.rightcapital.com/rightinsights/ [4] Cerulli Associates. (2022). RightCapital Launches RightExpress to Transform the Advisor Prospecting Process. [Press Release]. [5] Kitces.com. (2022). RightCapital Launches RightExpress to Transform the Advisor Prospecting Process. [Press Release]. [6] RightCapital. (n.d.). Speakers. Retrieved from https://www.rightcapital.com/rightinsights/speakers/ [7] RightCapital Inc. (n.d.). Contact Us. Retrieved from https://www.rightcapital.com/contact-us/
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