Financial planning software company RightCapital and Broadridge Financial Solutions have partnered to offer financial planning software to enterprise-level clients.
RightCapital will combine its platform with Broadridge’s wealth management expertise, insights and data to help large enterprises enter the financial planning space.
Broadridge Wealth Management head said Mike Alexander said: “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, optimise operational efficiency and enhance the investor experience.”
RightCapital co-founder and CEO Shuang Chen added: “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.”
As part of the partnership, RightCapital and Broadridge will host joint educational webinars on a variety of financial planning topics to help drive advisor performance and enhance operations.
Broadridge offers investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers, and corporate issuers.
Last March, the company wrapped up the acquisition of FundsLibrary, which focuses on fund document and data dissemination.
In 2019, it took over ClearStructure Financial Technology to expand its asset management technology suite.