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RightCapital & Broadridge partner to enhance enterprise-level pffering

By Pavithra R

March 26, 2021

  • America
  • Rightcapital
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RightCapital & Broadridge partner to enhance enterprise-level pfferingRightCapital, an innovative financial planning solution provider has announced partnering with Broadridge Financial Solutions, a provider of investor communications, technology-driven solutions, data and analytics to the financial services industry.

Founded in 2012, RightCapital is a growing company in the financial planning software space, making wealth planning easier and more powerful for advisors and their clients. Under the partnership, the companies will provide enterprise-level clients with the financial planning technology they need to stay at the forefront of the ever-evolving financial services industry.

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

RightCapital’s 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.

“At RightCapital we are passionate about providing powerful technology solutions to meet the growing demands of today’s financial professionals. 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,” said  RightCapital Co-Founder and CEO, Shuang Chen.

New York-based Broadridge Financial Solutions with over $4.5 bn in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. It provides investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers.

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