The details integration delivers seamless access to RightCapital and increased effectiveness for AssetMark buyers
SHELTON, Conn., Feb. 15, 2022 /PRNewswire/ — RightCapital, the speediest-escalating monetary organizing alternative* that offers fashionable, interactive capabilities for present-day economical advisors, introduced its API integration with AssetMark (NYSE: AMK), a main wealth administration platform. The integration provides seamless single sign-on accessibility from AssetMark’s eWealthManager® system to RightCapital and saves advisors important time by linking and updating AssetMark accounts from in RightCapital.
“We are excited to make our monetary organizing instruments even additional accessible and quick to use for AssetMark’s end users,” said Shuang Chen, co-founder and CEO of RightCapital. “At RightCapital, we are constantly considering about new ways to make it much easier for advisors to build a complete monetary prepare. This partnership can help with that target for 1000’s of advisors who use AssetMark’s sector-major prosperity administration platform.”
As additional and a lot more classic investment advisors increase a monetary preparing provider to fulfill their clients’ demands and anticipations for holistic money information, the advisors are effectively leveraging RightCapital to handle a extensive selection of intricate monetary subject areas with relieve and simplicity.
“We are really pleased to develop our suite of tech-enabled money planning alternatives to contain RightCapital,” claimed Muk Mehta, Chief Technologies Innovation Officer at AssetMark. “AssetMark is committed to empowering advisors to help their consumers attain and maintain economic wellness, and the addition of RightCapital presents them with a highly effective software to facilitate important preparing conversations.”
About RightCapital
RightCapital’s mission is to make Proper Programs for Authentic People™. RightCapital is employed by countless numbers of fiscal advisors to mature their procedures and established their shoppers on the path to money success. Established in 2015, RightCapital is the fastest-expanding financial organizing program with the highest person gratification among advisors*. Our modern-day, intuitive functions make the economical setting up course of action a breeze. From interactive retirement eventualities and tax-productive distributions to insurance evaluation, university student financial loan administration and estate planning, we simplify the complexity of fiscal setting up so any person can realize how to program for their foreseeable future. For more information check out www.RightCapital.com.
*Source: The Kitces Report Volume 1, 2021 and Volume 1, 2020
About AssetMark Monetary Holdings, Inc.
AssetMark is a primary provider of substantial prosperity administration and engineering methods that electrical power independent economic advisors and their clients. Via AssetMark, Inc., its expenditure advisor subsidiary registered with the Securities and Exchange Commission, AssetMark operates a platform that contains entirely integrated know-how, customized and scalable assistance and curated financial investment system remedies created to make a change in the life of advisors and their customers. AssetMark had $89.8 billion in system property as of November 30, 2021 and has a historical past of innovation spanning additional than 20 many years.
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