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Modern CRM integrated with innovative financial planning software is a breeze!

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Overview

RightCapital develops financial planning software that advisors can use to simplify the financial planning experience for their clients. The integration with Wealthbox allows users to use single sign-on to transfer Wealthbox client info to RightCapital in one click.

Send contact details to RightCapital with the click of a button.

Resources

Help Center Article

Blog Post

“We are excited about our integration with Wealthbox CRM. Wealthbox is an increasingly popular CRM solution and its intuitive design combined with RightCapital’s robust financial and tax-planning capability is a powerful combination.”

Shuang Chen

CEO, RightCapital