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LPL Financial Integrates RightCapital Within ClientWorks Technology Platform
LPL Financial Integrates RightCapital Within ClientWorks Technology Platform
CHARLOTTE, N.C., Dec. 15, 2020 LPL Financial LLC (Nasdaq:LPLA), a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, today announced that RightCapital is now integrated with ClientWorks, LPL’s advisor technology platform, providing advisors with additional choice and a more streamlined experience to deliver financial planning services to their clients.
RightCapital is a financial planning software that offers retirement planning, budget and debt management, estate planning, and tax efficient distribution tools to advisors. The easy-to-use software offers a robust calculation engine that quickly generates results, offers a user-friendly interface and simplifies the financial planning experience for clients through a centralized client portal. LPL advisors wil
RightCapital Integrates With LPL s ClientWorks Platform Previously listed on the IBD s preferred vendor list, RightCapital now joins other planning tools available through the LPL platform.
Financial planning developer RightCapital graduated from LPL Financial’s Vendor Affinity List onto its integration list, according to an announcement from the software provider. As part of the new integration, RightCapital is now available through LPL’s ClientWorks platform. Our software s integration within the ClientWorks platform enables us to offer a complete financial planning solution that saves time, increases efficiencies and highlights planning opportunities for advisors and their clients,” said Shuang Chen, co-founder and CEO of RightCapital, in a statement.