RightExpress: Transform your prospecting approach
A consolidated financial planning offering to showcase value from day one. Attract new prospects, develop relationships, and convert into long-term clients.
Attract new prospects, develop relationships, and convert into long-term clients.
Capture Prospect Info
With a quick call or customized link,
gather a few key pieces of prospect
information
Instant Insights
With just a few clicks, deliver a preliminary financial plan to the prospect
Enhanced Onboarding
Easily transition a
RightExpress plan to a full
plan, seamlessly onboarding new clients
Flexible Planning
Choose from up to six simplified RightCapital modules for the RightExpress plan. Available modules include Social Security, Retirement, Debt, Risk, Tasks, and Vault.
Minimal Client Inputs
With only 2-3 steps per module, prospects can fill out required fields in a matter of minutes. No need to gather every detail of their financial lives.
Comprehensive Reporting
RightExpress plans offer full reporting capabilities. Include relevant disclosures and report on all RightExpress plan modules.
Let's get planning!