List of RightCapital Client Onboarding Customers
Shelton, 06484, CT,
United States
Since 2010, our global team of researchers has been studying RightCapital Client Onboarding customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased RightCapital Client Onboarding for Investor Onboarding from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using RightCapital Client Onboarding for Investor Onboarding include: LPL Financial, a United States based Insurance organisation with 8400 employees and revenues of $10.05 billion, Gateway Financial Group, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million, Wrought Advisors, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using RightCapital Client Onboarding, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The RightCapital Client Onboarding customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Gateway Financial Group | Banking and Financial Services | 10 | $1M | United States | RightCapital | RightCapital Client Onboarding | Investor Onboarding | 2022 | n/a |
In 2022, Gateway Financial Group implemented RightCapital Client Onboarding to streamline client intake and enable tax-efficient retirement scenario modeling. The practice in Glastonbury, Connecticut deployed RightCapital Client Onboarding within the Investor Onboarding category to accelerate financial plan creation and improve prospect engagement.
The deployment leveraged RightCapital’s onboarding link and questionnaire and account aggregation capabilities to reduce planning time and surface client-held assets during intake. Functional capabilities implemented included client data capture, consolidated account aggregation feeding planning inputs, and tax-efficient distribution and retirement scenario modeling embedded in the onboarding workflow.
Operational scope focused on the advisory practice in the United States and targeted core finance and investor onboarding business functions for advisors. Governance was executed at the practice level through configuration of questionnaire flows and aggregation credentials to ensure data accuracy during onboarding, and reported outcomes included an estimated 2 to 3 hours saved per week in planning effort and a prospect win where an advisor demonstrated $116,000 in projected tax savings using RightCapital Client Onboarding.
|
 |
LPL Financial | Insurance | 8400 | $10.1B | United States | RightCapital | RightCapital Client Onboarding | Investor Onboarding | 2018 | n/a |
In 2018, an LPL-affiliated advisory practice in Shelton, Connecticut adopted RightCapital Client Onboarding to streamline investor onboarding. LPL Financial approved the platform and the deployment concentrated on client intake, account aggregation, and presentation of financial plans within the Investor Onboarding category. The implementation leveraged RightCapital Client Onboarding modules for account aggregation, a client portal for secure document exchange and plan delivery, and financial planning presentation workflows. Configuration emphasized onboarding workflows and plan generation to shorten advisor time to a completed plan and to centralize client data for ongoing review. Operational scope was localized to the Shelton advisory practice and the broader business function encompassed advisor teams responsible for client onboarding and financial planning in the United States. The source does not specify named system integrations, and the deployment operated as the primary client-facing onboarding and aggregation environment for advisors and clients. Governance included LPL approval of the platform and the advisory practice embedded RightCapital Client Onboarding into its onboarding process governance and advisor workflows. The firm reported maintaining a 100 percent retention rate among clients who completed plans, and the practice cited acceleration of onboarding and standardized plan delivery as operational goals.
|
 |
Wrought Advisors | Banking and Financial Services | 10 | $1M | United States | RightCapital | RightCapital Client Onboarding | Investor Onboarding | 2021 | n/a |
In 2021, Wrought Advisors implemented RightCapital Client Onboarding at firm launch in Haddonfield, New Jersey. The firm adopted RightCapital Client Onboarding as its Investor Onboarding platform to run client onboarding, task templates, secure file sharing, and interactive financial plans.
Configuration centered on RightFlows workflows, the Vault for secure document exchange, and account aggregation to pre-populate client financial data. Task templates and the interactive planning module were configured to standardize advisor deliverables, automate routine tasks, and accelerate time-to-first-plan.
The deployment leveraged account aggregation within RightCapital to bring custodian and account information into planning and intake workflows, supporting finance and investor onboarding activities across the United States. Operational coverage was firm-wide given Wrought Advisors small 10 person structure, aligning client-facing advisory and planning functions under the Investor Onboarding application.
Governance focused on standardized onboarding checklists and automated task routing to reshape intake workflows and advisor handoffs. Wrought Advisors reported measurable time savings, improved time-to-first-plan, and positive client feedback on engagement and secure file sharing.
|
Buyer Intent: Companies Evaluating RightCapital Client Onboarding
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||