RightCapital Introduces RightPay
RightCapital, a financial planning solution, has introduced RightPay, a web-based service that enables financial advisors to collect financial planning fees from clients via credit card. RightPay integrates with the advisor’s branded RightCapital portal where clients can access their live financial plan, task list, and now can review, approve and pay via credit card for financial planning services received.
Covisum Now Offering Practice Management Resources
Covisum announced The Financial Advisor’s Guide to Lead Generation, a practice-management resource that helps advisors create digital content that speaks to their target clients’ needs.
fpPathfinder Announces Interactive Resources
fpPathfinder announced upgrades to its checklist tools. The new checklist experience will also include customer relationship management (CRM) integration in partnership with Redtail Technology.
CircleBlack Selects Redi2’s BillFin For Advanced Fee Billing
CircleBlack announced that it has selected Redi2 Technologies’ BillFin solution as their provider of hosted advanced fee billing.
RIA in a Box Launches Open API For MyRIACompliance
RIA in a Box, announced the release of an open API for its MyRIACompliance tool, which will allow technology providers and RIA firms to connect into the platform to ensure that compliance requirements are addressed. One use-case includes integrating third-party data sources from portfolio management systems with the software to allow firms to track registrations and notice filings in real-time.