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.