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RightCapital Announces Integration Within LPL Financial’s ClientWorks Technological know-how Platform

SHELTON, Conn., Dec. 15, 2020 /PRNewswire/ — RightCapital, Inc. (RightCapital), the fastest-increasing organization in the economic setting up software package space, right now announced integration with LPL Monetary advisor know-how platform, ClientWorks. The integration will give advisors further option and a a lot more streamlined practical experience to deliver economic setting up companies to their purchasers.

LPL Fiscal is a retail expenditure advisory agency, unbiased broker-supplier, and registered investment advisor (RIA) custodian serving independent financial advisors, RIAs and economical establishments. This partnership presents LPL Money advisors obtain to economic setting up software program supplying retirement organizing, budget and credit card debt administration, estate arranging, and tax effective distribution equipment that simplify the monetary scheduling course of action. The integration inside ClientWorks provides an increased organizing knowledge as information seamlessly and securely passes to the RightCapital platform. 

“We are really thrilled to partner with LPL Monetary,” says RightCapital Co-Founder and CEO Shuang Chen. “Our software’s integration in just the ClientWorks platform enables us to provide a entire money arranging solution that will save time, boosts efficiencies, and highlights scheduling possibilities for advisors and their customers. We are committed to improving the economic setting up system and strive to offer advisors with a alternative that permits them to concentration on what issues most, their shoppers. This partnership can help us reach that.”

“The shift toward holistic money organizing continues to expand inside the wealth management space, and advisors need to continuously evolve their practices and their set of capabilities to be in a position to serve their clients’ most sophisticated desires. As their wants increase, we are assembly advisors where by they are with major remedies that make it much easier to run their techniques and greatly enhance worth with their customers,” stated Burt White, LPL Financial taking care of director and chief expenditure officer. “The addition of RightCapital further improves our digital ecosystem, run by instruments that give advisors decision and the capability to make significant activities for their consumers and increase their organizations.”

About RightCapital
RightCapital leverages technologies to make wealth planning simpler and extra effective for economical specialists and their clientele. The effects: higher effectiveness, much better consumer associations, and significant organization growth.

Interactive, easy-to-use technologies means fewer time building monetary programs and more time expended with clients. Distinct, partaking visualization instruments travel house the impression (and worth) of the economic professional’s retirement, insurance plan, and tax-arranging recommendations. And a modular-dependent platform presents the ultimate in overall flexibility.

RightCapital is the swiftest-developing money organizing software business in the region. Its quick improvements, class-primary attributes, and unbeatable price have revolutionized the fiscal scheduling working experience and delivered the answers that present-day money industry experts desire. For more info, you should go to www.rightcapital.com.

RightCapital and LPL Economic are not affiliated.

About LPL Economical
LPL Economical (https://www.lpl.com) is a leader in the retail monetary guidance industry, the nation’s major unbiased broker-seller** and a leading custodian (or service provider of custodial products and services) to RIAs. We provide unbiased monetary advisors, industry experts and money establishments, providing them with the technological know-how, analysis, clearing and compliance services, and exercise management systems they need to have to create and increase flourishing techniques. LPL permits them to give objective direction to hundreds of thousands of American people seeking prosperity management, retirement planning, money preparing and asset management remedies.

**Primarily based on overall revenues, Fiscal Setting up journal June 1996-2020.

Securities and advisory companies offered via LPL Financial LLC, an SEC- registered broker-seller and expenditure advisor. Member FINRA/SIPC. 

Throughout this communication, the conditions “economical advisors” and “advisors” are utilized to refer to registered reps and/or expense advisor representatives affiliated with LPL Fiscal LLC. We routinely disclose facts that might be critical to shareholders in the “Investor Relations” or “Press Releases” section of our internet site.

Source RightCapital, Inc.