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RightCapital Partners with Broadridge to Enhance Enterprise-Level Offering

RightCapital, Inc. and Broadridge Financial Solutions, Inc., a global Fintech leader announced their new partnership. RightCapital is the fastest-growing company in the financial planning software space, making wealth planning easier and more powerful for advisors and their clients. Broadridge provides investor communications, technology-driven solutions, and data and analytics to the financial services industry.

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RightCapital and Broadridge have partnered to provide enterprise-level clients with the financial planning technology needed to stay at the forefront of today’s ever-evolving financial services industry. RightCapital’s powerful platform combined with Broadridge’s extensive wealth management expertise, insights and data offers large enterprises looking to enter the financial planning space with a comprehensive solution. Custom integrations will allow enterprises to tailor the user experience in an effort to maximize efficiencies and drive growth.

“We look forward to working with RightCapital to offer this innovative financial planning software to our clients,” said Mike Alexander, Head of Wealth Management, Broadridge. “We are expanding our suite of wealth technology solutions to increase advisor productivity, optimize operational efficiency and enhance the investor experience.”

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“At RightCapital we are passionate about providing powerful technology solutions to meet the growing demands of today’s financial professionals,” explains RightCapital Co-Founder and CEO, Shuang Chen. “Our partnership with Broadridge highlights our focus on supporting large enterprises, and we are excited to deliver a complete financial planning solution to their clients when needed.”

RightCapital and Broadridge will host joint educational webinars on a variety of financial planning topics as part of the partnership to help boost advisor performance and optimize operations.

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