A look at the companies demoing live to 1,500+ fintech professionals on 8/9 September 2016. Register today.
RightCapital provides a Department of Labor, fiduciary-focused, financial planning solution that digitizes and redefines the financial planning experience for financial advisers and their clients.
Features:
- Innovative and integrated financial planning and tax planning
- Department of Labor, fiduciary-focused, solution
- Significantly reduces time and cost of creating a plan and improves user experience.
Why it’s great
RightCapital is all about “financial planning done just right.”
Presenter: Shuang Chen, CEO and Cofounder
Chen has more than 15 years of experience in investment and retirement. Prior to RightCapital, Chen was a senior vice president at Prudential Financial. Shuang mholds a masters in business administration and is a CFA, FisSA.
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