RightCapital understands this is a difficult time for advisors and clients alike. In an effort to assist current and new advisors during the COVID-19 pandemic, RightCapital will be making their RightPay payment solution free for three months. RightPay can help advisors add a new revenue stream to their practice by providing an easy way to collect one time or subscription based payments via credit card.
“People need financial planning now more than ever. Advisors need to be thinking creatively about how they can offer services to clients,” said Shuang Chen, CEO and Co-Founder of RightCapital. “RightPay helps advisors expand their services to include financial planning for clients that might not qualify for traditional AUM fee structure.”
RightPay along with RightCapital, will help advisors’ clients get a better handle on their finances as it provides access to their planning and payment information in one place. Clients gain a level of access and clarity on the services they are paying for and receiving during these volatile times. RightPay also allows advisors to track and manage completed and outstanding payments for all of their clients.
Educational Resources for Advisors
In addition to making RightPay more accessible to advisors for 90 days, RightCapital has put together other resources to help advisors during these difficult times:
Office Hours: Reviewing the Stress Test and Probability of Success
Office Hours: How to Digitally Onboard Your Clients
Office Hours: How to Grow Once the Crisis is Over - with Special Guests Angie Herbers and Jarrod Upton from Herbers & Company
Office Hours: Tax Loss Harvesting with Special Guest Fred Egler CFP®️ from Betterment for Advisors
To learn more about RightPay and our COVID-19 resources please reach out to firstname.lastname@example.org or book a demo below.