Introducing the Wealth Access + RightCapital Integration

Wealth Access, one of the industry’s largest independent personal financial management and account aggregation platform, and RightCapital, a next-generation financial planning solution that provides advisors with the ability to create custom comprehensive financial plans, are excited to announce an integration between the two platforms to improve efficiency for financial advisors and planners and to increase client satisfaction and loyalty through an optimized planning experience.

Wealth Access digitally engages clients and prospects through a branded mobile app collecting financial account data and documents to create the client’s full balance sheet and to drive actionable insights to wealth professionals. This collected information can now be brought directly into the RightCapital planning experience, thus saving valuable time for wealth professionals by eliminating the time-consuming and error prone rekeying of financial account information. Additionally, the planning experience can continue with up-to-date account balances and positions creating more accurate financial plans.

“Through our open architecture, we continue to look at new opportunities that drive efficiency in the wealth management lifecycle and ultimately deliver a higher level of service to clients,” said Cameron Taylor, Chief Product Officer of Wealth Access. “Being the system of record for the client’s complete financial picture, we’re excited about our integration with RightCapital and the opportunity to help drive an optimized planning experience.”

RightCapital’s financial and tax planning software helps advisors create robust retirement plans using advanced Monte Carlo simulations, optimize Social Security, offer tax-efficient drawdown strategies and Roth conversions, and manage their clients’ tax liabilities, budgets and debt pay-off strategies. The new integration will help advisors save valuable time and streamline their workflows by automatically updating client data and account values in RightCapital’s platform from Wealth Access.

“We are very excited to announce this partnership with Wealth Access,” said Shuang Chen, co-founder and CEO of RightCapital. “RightCapital is committed to helping advisors grow their business, and our robust platform integration now enables advisors working with Wealth Access to deliver differentiated value to their clients.”

The integration is available now to all existing Wealth Access and RightCapital customers.