FinFolio - RightCapital

Effortlessly sync account and holding details with your financial plans

positive.f3ddc824

Help your clients understand how prepared they are for retirement using RightCapital's interactive tools. Compare multiple scenarios, illustrate stress tests and more. Click here to learn more about RightCapital's financial planning tool: www.rightcapital.com

With this integration advisors will be able to:

  • Automatically update account details in financial plans
  • Automatically sync holdings with financial plans 
  • Automatically sync held-away accounts with financial plans
  • Resulting in better tax planning with access to more accurate data

To learn more about how this integration can create efficiency and a better client experience click the link below to get in touch with sales.

Let's chat

 

finfolio-3-1024-lock.png

About FinFolio

FinFolio is the portfolio management system that advisors love to use. We offer an ecosystem for our advisors to manage all their back office tasks across their entire book of business.

positive.f3ddc824

About RightCapital

RightCapital is modern financial planning tool that helps advisors create financial and tax plans for their investor clients.

asterisk.png

Features

Top features:

  • Syncs account details and holdings
  • API based integration
  • Seamless and automatic

 
© 2025 FinFolio Inc.