List of RightFlows Dashboard Customers
Shelton, 06484, CT,
United States
Since 2010, our global team of researchers has been studying RightFlows Dashboard 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 RightFlows Dashboard for Portfolio and Investment Performance and Planning 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 RightFlows Dashboard for Portfolio and Investment Performance and Planning include: LPL Financial, a United States based Insurance organisation with 8400 employees and revenues of $10.05 billion, 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 RightFlows Dashboard, 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 RightFlows Dashboard 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!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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LPL Financial | Insurance | 8400 | $10.1B | United States | RightCapital | RightFlows Dashboard | Portfolio and Investment Performance and Planning | 2018 | n/a |
In 2018, an LPL Financial affiliated advisor in Shelton, Connecticut implemented RightFlows Dashboard to support financial planning and portfolio modeling within the Portfolio and Investment Performance and Planning category. The deployment focused on advisor-level SaaS configuration of RightFlows Dashboard for client-facing plan creation, scenario-based portfolio modeling, and structured task management to drive client engagement and plan follow through.
RightFlows Dashboard was used alongside RightCapital premium planning and task features, with inferred module usage including financial plan authoring, multi-scenario portfolio modeling, client collaboration workflows, and task automation for plan milestones. The implementation emphasized plan-centered workflows and advisor review cycles, aligning the application to core financial planning functions rather than back office operations.
Operational scope was limited to the Shelton advisor office and the firm level finance and client advisory function within the United States. Governance centered on advisor workflow orchestration and task ownership, with the RightFlows Dashboard instrumenting plan delivery and follow up. The advisor reported a 100 percent retention rate among clients who worked on plans, an outcome explicitly stated in the source material.
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Wrought Advisors | Banking and Financial Services | 10 | $1M | United States | RightCapital | RightFlows Dashboard | Portfolio and Investment Performance and Planning | 2021 | n/a |
In 2021, Wrought Advisors implemented RightFlows Dashboard as part of its adoption of RightCapital to provide client-facing financial planning and advisory services. The deployment targeted Portfolio and Investment Performance and Planning use cases, positioning RightFlows Dashboard and RightCapital to support cash-flow analysis, debt-management modeling and client reporting for the firm's US-based financial planning practice.
Wrought Advisors configured RightFlows Dashboard alongside RightCapital capabilities for task templates, client portal access and onboarding automation, embedding plan generation, cash-flow modeling and debt-management scenarios into advisor workflows. The implementation emphasized interactive plan reports, client access to ongoing plan data, and templated task orchestration to accelerate plan delivery and standardize adviser execution.
The solution was delivered as a cloud-hosted SaaS configuration aligned with small registered investment advisor operational patterns, centralizing plan storage and client portal authentication under RightCapital. Operational coverage included firmwide advisory workflows, client onboarding and ongoing planning engagements for the firm’s US client base, with advisors using the RightFlows Dashboard to manage and monitor active planning tasks.
Governance centered on standardized task templates and onboarding checklists to formalize workflow handoffs between advisory and operations staff, and to drive consistent client experiences. Wrought Advisors reported measurable time-savings and strong client feedback following the RightFlows Dashboard implementation, reflecting improved plan delivery cadence and higher client engagement.
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