A look at the companies demoing live to 1,5000+ fintech professionals on September 8 & 9, 2016. Register today.
RightCapital provides a Department of Labor, fiduciary-focused, financial planning solution that digitizes and redefines the financial planning experience for financial advisors and their clients.
Features
- Innovative and integrated financial planning and tax planning
- Department of Labor, fiduciary-focused, solution
- Significantly cut down time and cost of creating a plan and improve user experience.
Why it’s great
RightCapital is all about “financial planning done just right.”
Presenter
Shuang Chen, Co-founder and CEO
Chen has more than 15 years of experience in investment and retirement. Prior to RightCapital, Chen was a Senior Vice President at Prudential Financial. Shuang is a CFA, FSA and MBA.
LinkedIn
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