Platform Partner: RightCapital

Platform Partner: RightCapital

Financial Planning
Accomplish more financial planning in less time. The drag and drop, plug and play functionality makes it easy to get started and provides an interactive advisor planning experience.

 

 

 

 

Perks of Partnership

  • Synchronized

    Quickly power comprehensive financial plans and effortlessly keep them updated since extensive portfolio and account data automatically feeds from Black Diamond daily.

  • Comprehensive

    Take advantage of the cost basis of holdings data sent from Black Diamond to demonstrate advanced tax planning strategies such as Roth IRA conversions and tax efficient retirement distributions.

  • Direct

    Post RightCapital reports and financial plans to your client’s Timeline within their portal.

  • Unified

    Enjoy seamless navigation between systems with single-sign-on.

  • In today’s economy, it’s more important than ever for advisors to keep clients focused on their financial goals. We’re delighted that through our partnership with Black Diamond, our mutual advisors benefit from an integrated offering that allows them to effortlessly create or update financial plans and share them with their clients. It’s reassuring for clients and certainly elevates an advisor’s value.
    Shuang Chen
    Co-founder and CEO RightCapital
  • Video

    See how you can post financial plans to your client’s portal through the Timeline integration.

    Watch Now

 

Platform Partner Website
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Connecting the Dots of Your Practice so You Can Connect with Your Clients.

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